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OCBC Premier Banking Services Digital Wealth Advisory | OCBC Bank

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url('/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/masthead.jpg');"> <h1 class="main-title">Seize the latest opportunities before you finish your coffee</h1> </div> <div class="contain"> <div class="restrict-355 inview fadeIn"> <h1 class="main-title co-white desktop-only">Seize the latest opportunities before you finish your coffee</h1> <div class="boxes-container"></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container-fluid iw_section" id="sectionjmeo4nv9"> <div class="row iw_row iw_stretch" id="rowjmeo4nva"> <div class="iw_columns col-lg-12" id="coljmeo4nvb"> <div class="iw_placeholder" id="iw_placeholder1537695384020"> <div class="iw_component" id="iw_comp1605028657919"> <div><div class="tab-icon-wrap"> <div class="tab-link-wrap"> <div class="tab-link"><a href="/personal-banking/premier-banking/services/digital"> <img src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/nav-icon_overview.png" /> <div class="title">Overview</div> </a></div> <div class="tab-link active"><a href="/personal-banking/premier-banking/services/digital/wealth-advisory"> <img src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/nav-icon_wealth-advisory.png" /> <div class="title">Wealth Advisory</div> </a></div> <div class="tab-link"><a href="/personal-banking/premier-banking/services/digital/online-investing"> <img src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/nav-icon_online-investing.png" /> <div class="title">Online Investing</div> </a></div> </div> </div></div> </div> </div> </div> </div> </div> <div class="container-fluid iw_section" id="sectionjmeo4nvg"> <div class="row iw_row iw_stretch" id="rowjmeo4nvh"> <div class="iw_columns col-lg-12" id="coljmeo4nvi"> <div class="iw_placeholder" id="iw_placeholder1537695384027"> <div class="iw_component" id="iw_comp1605028657920"> <div><div class="section section-2 sec-overview pb5"> <div class="contain contain-digital-overview"> <h1 class="main-title mb2" style="max-width: 100%; margin-left: 0;">Seize the latest investment opportunities right now</h1> </div> </div></div> </div> </div> </div> </div> </div> <div class="container-fluid iw_section" id="sectionjmeo4nvk"> <div class="row iw_row iw_stretch" id="rowjmeo4nvl"> <div class="iw_columns col-lg-12" id="coljmeo4nvm"> <div class="iw_placeholder" id="iw_placeholder1537695384031"> <div class="iw_component" id="iw_comp1605028657921"> <div><div class="section section-2 background-image"> <div class="contain seize-sec"> <div class="row align-items-center"> <div class="col-md-6 mb-md-0 mb3"> <h3 class="top-line d-md-none d-sm-block">OCBC RM CHAT</h3> <img src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_rm-chat.png" style="width: 330px; max-width: 100%;" /></div> <div class="col-md-6"> <h3 class="top-line d-none d-sm-block">OCBC RM CHAT</h3> <ul class="bullets"> <li>Find your Relationship Manager&rsquo;s contact details and chat with them via instant message, voice or video call</li> <li>We will inform you of new investment opportunities as the market changes</li> <li>Securely authorise trade investments with a few taps, no signature needed</li> <li>Share documents easily and securely</li> </ul> <br /><a href="/personal-banking/premier-banking/services/relationship-manager-chat" class=" underline-link" rel="noopener">Read more</a></div> </div> </div> </div></div> </div> </div> </div> </div> </div> <div class="container-fluid iw_section" id="sectionjmeo4nvo"> <div class="row iw_row iw_stretch" id="rowjmeo4nvp"> <div class="iw_columns col-lg-12" id="coljmeo4nvq"> <div class="iw_placeholder" id="iw_placeholder1537695384035"> <div class="iw_component" id="iw_comp1605028657922"> <div><div class="section section-2 bg-img pt5"> <div class="contain d-table"> <h3 class="top-line">Wealth Insights</h3> <ul class="bullets"> <li>Get timely market assessments, investment advisory and weekly investment suggestions from our OCBC Wealth Panel</li> <li>The OCBC Wealth Panel comprises top wealth management experts from OCBC Bank, Lion Global Investors and Bank of Singapore, with 200 years of combined experience</li> </ul> <br /><br /><!-- Component Start --> <div class="module bp-width-med3"> <div class=""> <div class=""> <div id="tab-wi" class="com__onlinebanking-step-by-step accordion com__tab com__tab1" apply-for="mobile" close-others="true" init-mode="first" tab-parent=".com__tab1"> <div class="row"> <div class="col-md-6 col-left"> <div class="com__tab-nav"> <div class="accordion__item com__onlinebanking-step-by-step__col selected expanded" data-id="#wi-1"><a data-id="#wi-1" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>1</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">On the main menu, tap on 'Invest', followed by 'Wealth Insights'</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_wealthinsights-step1.png" /></div> </div> </a></div> <div class="accordion__item com__onlinebanking-step-by-step__col next" data-id="#wi-2"><a data-id="#wi-2" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>2</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">Select the articles tagged with 'Ideas' to read the latest investment insights by our OCBC Wealth Panel</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_wealthinsights-step2.png" /></div> </div> </a></div> </div> </div> <div class="col-md-6 d-none d-md-block col-right"> <div data-id="#wi-1" class="com__tab-set com__onlinebanking-step-by-step-tab-wrapper"><img class="img-fluid" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_wealthinsights-step1.png" /></div> <div data-id="#wi-2" class="com__tab-set com__onlinebanking-step-by-step-tab-wrapper"><img class="img-fluid" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_wealthinsights-step2.png" /></div> </div> </div> </div> </div> </div> </div> <!-- Component End --></div> </div></div> </div> </div> </div> </div> </div> <div class="container-fluid iw_section" id="sectionjmeo4nvs"> <div class="row iw_row iw_stretch" id="rowjmeo4nvt"> <div class="iw_columns col-lg-12" id="coljmeo4nvu"> <div class="iw_placeholder" id="iw_placeholder1537695384039"> <div class="iw_component" id="iw_comp1605028657923"> <div><div class="section pt5 pb5"> <div class="contain d-table"> <h3 class="top-line">OCBC Life Goals</h3> <ul class="bullets"> <li>Take charge of your future plans, like your retirement and children&rsquo;s education, with OCBC Life Goals</li> <li>Our real-time planner can show you how much you need to achieve your financial goals</li> </ul> <br /><br /><!-- Component Start --> <div class="module bp-width-med3"> <div class=""> <div class=""> <div id="tab-lgp" class="com__onlinebanking-step-by-step accordion com__tab com__tab1" apply-for="mobile" close-others="true" init-mode="first" tab-parent=".com__tab1"> <div class="row"> <div class="col-md-6 col-left"> <div class="com__tab-nav"> <div class="accordion__item com__onlinebanking-step-by-step__col selected expanded" data-id="#lgp-1"><a data-id="#lgp-1" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>1</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">On the main menu, tap on 'Invest', followed by 'OCBC Life Goals'</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_lifegoals-step1.png" /></div> </div> </a></div> <div class="accordion__item com__onlinebanking-step-by-step__col next" data-id="#lgp-2"><a data-id="#lgp-2" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>2</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">Under the Life Goals you would like to plan for, tap on 'Calculate'</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_lifegoals-step2.png" /></div> </div> </a></div> <div class="accordion__item com__onlinebanking-step-by-step__col next" data-id="#lgp-3"><a data-id="#lgp-3" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>3</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">Find out how much you would need for your chosen Life Goal</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_lifegoals-step3.png" /></div> </div> </a></div> <div class="accordion__item com__onlinebanking-step-by-step__col next" data-id="#lgp-4"><a data-id="#lgp-4" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>4</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">Simulate different investment approaches, amounts and portfolios to reduce any shortfall and reach your Life Goal</p> <i class="far fa-chevron-down accordion__item__collapse-icon"></i></div> <div class="com__onlinebanking-step-by-step__content accordion__item__content"><img class="img-fluid d-md-none img-shadow" src="/iwov-resources/sg/ocbc/premier/images/premier-banking/digital/wealth-advisory/screen_lifegoals-step4.png" /></div> </div> </a></div> <div class="accordion__item com__onlinebanking-step-by-step__col next" data-id="#lgp-5"><a data-id="#lgp-5" class="d-flex align-items-center"> <div class="com__onlinebanking-step-by-step__number"> <h4 class="mb-0"><strong>5</strong></h4> </div> <div class="com__onlinebanking-step-by-step__body"> <div class="com__onlinebanking-step-by-step__title accordion__item__title d-flex justify-content-between align-items-center"> <p class="flex-fill">Choose one of our model portfolios or customise your own &ndash; you can review your Life Goal anytime</p> <i 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