Wealth Advisory and Communications (AVP) - Wealth Management

Wealth Advisory and Communications (AVP) - Wealth Management

OCBC
5-8 years
Not Specified

Job Description


Job Scope:
  • The role is for Wealth Advisory and Strategy, with the focus on generating Investment Content and Portfolio Strategy.
  • The scope includes incorporating House Views into the process of curating wealth solutions and positioning to sales frontliners.
  • Other scopes include Trust onboarding and liaison, Digital Wealth Advisory initiatives and new hire training.
Qualifications

  • Minimum of 5 years of working experience in financial services

  • Bachelor of Arts/ Bachelor of Business isrequired advanced degrees will be a plus

  • Strong understanding of macroeconomics, investment concepts, and investment knowledge relating to Unit Trust and Treasury products.

  • Ability to do investment content writing, use of Bloomberg terminal and have good knowledge of MS powerpoint and Excel

  • Collaborate with outside resources to effectively execute initiatives that are timely and relevant for our target audiences

  • Wealth products sales experience will be an advantage.

*LI-JK

Job Details

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About OCBC

Job Source : ocbc.taleo.net

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