As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Investment Sales
Why Join
Imagine helping people achieve their financial goals and securing their future. As an Investment Sales professional at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with a wide range of investment products, from stocks and bonds to unit trusts and insurance. And with our support, you'll build a successful career in a dynamic and fast-paced industry.
How you succeed
It starts with understanding our customers' needs and goals. You'll work closely with them to identify the right investment products and strategies to help them achieve their objectives. You'll need to stay up-to-date with market trends and developments, and be able to communicate complex information in a clear and concise way. By building strong relationships and providing excellent service, you'll drive sales growth and achieve your targets.
What you do
Develop and implement strategies to drive the investment business to achieve the bank’s designated targets
Provide professional advisory support and coach the Premier Relationship Managers (PRMs) to meet their investment targets, with a focus towards Unit Trusts and Treasury Products
Provide portfolio review to clients (market views, trade ideas, explanation of products) by collaborating with PRMs in joint client meetings and acting as product specialist, and provide solutions for clients to meet their financial needs
Interpret and digest economic data, research reports, translate them into actionable trades or product ideas and share to PRMs
Oversee the daily investment transactions, work with settlement department to make sure the transactions are properly placed to Fund Houses/Treasury
Act as point of contact of Fund Houses/Treasury, arrange and conduct market briefing and seminar for internal/external audience
Work closely with Product department to streamline selling procedure, source and onboard appropriate investment products
Who you are
Bachelor’s degree or above in Finance, Business, Economics, or Accounting
5 - 8 years of relevant experience in investment advisory, research, sales, or trading in currencies, equity, or other Treasury-related products
Experience in Unit Trusts and portfolio allocation, in the capacity of Unit Trusts product managers or investment consultants or similar roles
Possess strong interest in and understanding of economics and financial markets, particularly in FX and equity markets
Mature, confident, and able to play a meaningful role in client meetings
Excellent communication, strong interpersonal skills, and good command of English, Mandarin, and Cantonese
License holder of CFA/CFP is preferrable
Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.
What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Top Skills
What We Do
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
