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. Since our incorporation, we have been enabling people and communities to realise their aspirations. This is our purpose.
As the second-largest financial services group in Southeast Asia by assets, we hold one of the world’s highest credit ratings: Aa1 by Moody’s and AA- by both Fitch and S&P. Our commitment to excellence has earned us numerous industry accolades, reinforcing our reputation as one of Singapore’s best banks.
With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented by a presence in the leading economies of New York, London and Sydney. As One Group, we support your ambitions across borders with our deep local knowledge – be it growing your personal wealth or capturing business opportunities – for now, and beyond.
OCBC offers private banking services through our 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.
Great Eastern Holdings, our insurance subsidiary, is the oldest and most established life insurance group in Singapore and Malaysia.
Lion Global Investors, our asset management subsidiary, is one of the leading asset management companies in Southeast Asia.
The Group has over 400 branches and representative offices in 19 countries and regions.
Job Summary:
Assist the Head of Investment Solutions to formulate investment insight and product solutions for both internal & external customers, covering both HK and MO.
What you will be doing:
- Assist the team head to consolidate, review and promote the Group market researches and investment insights
- Assist the team head to identify and disseminate the Group market researches and investment insights to internal and external customer
- Assist the team head to explore with internal parties on the needs of market research and investment insights
- Assist the team head to consult and obtain approval from internal parties in the distribution of market research, investment insights and related publications
- Assist the team head to produce sales tools for the sales force to promote the bank's investment products
- Assist the team head to organize and support marketing activities include but no limited to seminar and luncheon
- Assist the team head to enrich relationship manager investment professionalism by regular house view update
- Assist the team head to enhance wealth management publication by using social media
- Ride on e-channel such as video/ virtual seminar to provide investment solutions to both customer and relationship manager
- Support Investment marketing promotion arrangement with Branch
- Assist the team head to design and maintain website/ App Investment promotion and information content
- Support the Wealth Management Connect (WMC) business in collaboration with a Chinese partner bank
What we are looking for:
- University degree in Economics, Finance or other related disciplines
- Minimum 3 years’ related experience
- Good knowledge of PC application software including Excel & PowerPoint.
- With deep understanding of economic / financial theory of the investment process and production environment
- Excellent written and verbal communication skills in English, Cantonese and Mandarin
- Strong event organization skills and experience
- Ability to effectively present information to both internal and external clients
- Willing to travel to Mainland China and Macau to support the Wealth Management Connect (WMC) business and OCBC Macau by conduct the seminar to share Group’s house view
- Experience in public speaker and media exposure is a plus