The Senior Wealth Portfolio Consultant supports affluent and high-net-worth clients by developing portfolio strategies, reviewing investment performance, identifying suitable products, and providing market and wealth-planning insights. Candidates typically need a degree in finance, economics, business, or a related discipline, with substantial experience in wealth management, investment advisory, or portfolio consulting. Strong knowledge of investment products, asset allocation, risk profiling, and regulatory requirements is expected. Professional certifications such as CFA, CFP, or relevant Singapore regulatory qualifications are advantageous. The role requires excellent communication, relationship-building, analytical, presentation, and client-service skills, together with the ability to work closely with relationship managers and product specialists.
OCBC Bank is one of Southeast Asia's largest financial institutions and Singapore's longest-established bank. Headquartered in Singapore, it provides consumer, business, corporate, private banking, wealth management, insurance, and investment services across key markets including Malaysia, Indonesia, Greater China, and other international locations. OCBC serves individuals, entrepreneurs, institutions, and multinational corporations through branches, digital platforms, and specialist financial teams. Its wealth business supports affluent and high-net-worth clients with investment solutions, portfolio advice, banking services, and wealth planning. The bank is known for its regional reach, strong balance sheet, focus on digital transformation, and emphasis on responsible and long-term client relationships. Employees generally work in a structured, professional environment with opportunities to develop across banking, technology, risk, and financial advisory functions.
Singapore offers strong opportunities in banking, wealth management, technology, healthcare, logistics, finance, and professional services. The work culture is fast-paced, multicultural, and performance-oriented, with English widely used in business. Lifestyle options range from modern shopping districts and international dining to hawker centres, parks, beaches, and vibrant arts and nightlife areas. Public transport is efficient, safe, and well connected, although housing and daily expenses can be high. Foreign professionals generally need an Employment Pass, sponsored by an eligible employer; approval depends on qualifications, salary, experience, and current government criteria. Employers usually assist with the application and relocation process. New arrivals should budget carefully for rent, deposits, healthcare, transport, and schooling if moving with family. Singapore's compact size makes commuting convenient, while its regional airport provides excellent connections across Asia.
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