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.
Why Join
Do you thrive in a fast-paced, dynamic environment? As a Senior FX/CFD Sales professional at OCBC, you will connect with sophisticated clients. You’ll build relationships and deliver tailored solutions. This role offers a chance to shape market understanding and drive revenue growth within a leading regional bank. It’s about impact, growth, and being part of a winning team at OCBC.
How you Succeed
Success means becoming a trusted advisor to our clients. You’ll achieve this by proactively identifying their needs and offering insightful market analysis. Build strong relationships through consistent communication and exceptional service. Master the nuances of FX and CFD products. Stay ahead of market trends and regulations to deliver optimal trading strategies.
What you Do
Lead new client acquisition efforts for leveraged FX and CFD products, targeting institutional clients primarily, as well as retail and high net worth individuals.
Manage and nurture relationships with existing clients to maximize client retention, satisfaction, and revenue growth.
Assist in the onboarding process of new customers, ensuring a smooth and compliant client setup experience.
Proactively monitor client margins and risks, promptly managing margin calls by coordinating with clients to resolve shortfalls.
Develop and execute strategic sales plans to achieve sales targets and expand market share in the FX and CFD segments.
Collaborate closely with marketing, product, and trading teams to tailor offerings and deliver client-centric solutions.
Provide expert advice and market insights to clients through presentations and training, while monitoring market trends and competitors to guide sales strategies.
Ensure compliance with all relevant regulatory requirements and internal policies.
Who you Work With
OCBC Global Markets encompasses Treasury Advisory and Institutional Sales, Asset Liability Management, Trading, and Business Management. All working together. Offering services that enable efficient business operations. And enabling customers to focus on growth. You’ll be joining a dynamic team. Ambitious. Award-winning. Dynamic. Driven. It’s about multiproduct solutions that maximise opportunity for everyone. You included.
Who you Are
Minimum 5 years of industry experience in margin FX sales, preferably with exposure to CFD’s or similar leveraged products.
Proven track record in acquiring and managing institutional clients, with additional experience in retail and high net worth client segments.
Strong understanding of Forex and CFD markets, products, and trading platforms.
Excellent communication and interpersonal skills, with the ability to build trust and long-term relationships.
Fluency in Mandarin (spoken and written) is mandatory as this role focuses on building the business for the Chinese market portfolio
Strong negotiation and closing skills.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Relevant professional qualifications or certifications in finance, trading, or sales are a plus.
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.
Skills Required
- Minimum 5 years of industry experience in margin FX sales
- Proven track record in acquiring and managing institutional clients
- Strong understanding of Forex and CFD markets and products
- Excellent communication and interpersonal skills
- Fluency in Mandarin is mandatory
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.
