Home Insurance OCBC Wealth Advisor (Investments) & Bancassurance Specialist

OCBC Wealth Advisor (Investments) & Bancassurance Specialist

768
0
Who is the next billionaire? When is the next IPO? Which are the fastest growing cities? Which company is going bankrupt? Driving $25 trillion of assets in Asia - Caproasia.com



OCBC Wealth Advisor (Investments) & Bancassurance Specialist

Read the full job details at Jobs Center 

Responsibilities 

  • For Wealth Advisor (Investments) role, you will provide Unit Trust advisory support to Relationship Managers (RMs).
  • For Bancassurance Specialist role, you will provide advisory services on Universal Life and other suitable Premier Bancassurance products.
  • This includes interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products.

Requirements

  • A good degree in Banking and Finance or equivalent
  • Candidate should have 3-5 years of experience;
  • Sound analytical mind
  • Able to interpret economic data
  • Candidates who have passed Levels 1, 2 or 3 of CFA preferred.
  • The candidate must have experience in one or more areas of investment or Wealth Management products, eg, bonds, equities, FX, Bancassurance, Unit Trusts or portfolio allocation, in the capacity as dealer, analyst, strategist, or investment consultants.

 

Read the full job details at Jobs Center 

 

About OCBC

OCBC (SGX:O39) is the longest established Singapore bank — it was born out of the Great Depression through the consolidation of three banks in 1932: the Chinese Commercial Bank Limited (incorporated in 1912), the Ho Hong Bank Limited (incorporated in 1917) and the Oversea-Chinese Bank Limited (incorporated in 1919)





Caproasia.com is the leading financial media platform covering capital markets, investments and private wealth in Asia. Driving $25 trillion of assets in Asia.

Join 14,000+ leading financial professionals and professional investors in Asia. Receive exclusive Caproasia newsletter here. Managing $20 million to $300 million? Register here: Financial Professionals
. Stay ahead of your peers & competition.

Register: Professional Investors | CEOs & Entrepreneurs




Caproasia is a financial information technology co.
Get the latest information, products and services.

Register and receive unrivalled information, data & services in Asia:
CEOs & Entrepreneurs
Professional Investors
Financial Professionals
Sign up for newsletter here

Caproasia | Driving the future of Asia