Overview

Personal & Premier Banking Onshore

FX Advisor/Counsellor – Wealth Specialists – (240001BL)

Description

 

Primary Responsibilities:

  • To champion and increase revenue income and volume on all FX and FX-related product for Premier clients.
  • Monitor and ensure prompt execution of all FX products under the Premier FX product shelf.
  • Call on existing Premier client to determine FX needs and identify possible FX solutions, strategies and trading ideas.
  • Handle clients-initiated FX spot transactions

 Secondary Responsibilities:

  • Assisting Relationship Managers to build new client base by joint client appointment/portfolio review, for selected sophisticated FX products.
  • Keep abreast with market trends, regulations and market intelligence to identify and capture opportunities in the FX space.
  • Provide timely FX market updates and insights to RMs, with a focus towards FX Interpretation and forecasting of economic data, translating them into actionable FX trade ideas and strategies.
  • Contribute towards periodic investment FX client publications (e.g.: newsletters, trade recommendations).
  • Conduct client seminars.

 

Qualifications

 

Requirements: 

  • At least 5 years relevant sales and trading experience in financial services and the FX market and/or other Treasury related products.
  • Possess robust FX market knowledge and experience, with strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets.
  • Sound analytical mind and ability to interpret economic news and data.
  • Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings.
  • Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers.
  • Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization.
  • A good university degree or the equivalent in professional qualification preferred.
  • Candidates who have passed Levels 1, 2 or 3 of CFA preferred

 

Primary Location

: Singapore

Job

: Wealth Advisor

Organization

: Personal & Premier Banking Onshore

Schedule

: Permanent

: Full-time

Job Posting

: 02-Dec-2024, 5:12:56 AM

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About OCBC Bank

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.