FX Advisor/Counsellor - Wealth Specialists

OCBC Bank

  • Singapore
  • Permanent
  • Full-time
  • 1 month ago
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.
QualificationsRequirements:
  • 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

OCBC Bank

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