FX Advisor/Counsellor - Wealth Specialists

at  OCBC Bank

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
  Job Posting: 29-Jul-2024, 4:51:00 A

• 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