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Investment Specialist

1 month ago

Singapore OCBC Bank Full time

Investment Specialist (Personal Banking) - (240001PJ)


Roles and Responsibilities:

  • Provision of advisory support to Personal Banking Financial Consultants (PFCs), with a focus on Unit Trusts.
  • Interpretation and forecasting of economic data, translating such into actionable strategies for UT sales.
  • Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with the PFCs on joint client meetings.
  • Mentoring and coaching PFCs by conducting continuing education for the sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
  • Contributing towards regular investment publications (for example: newsletters, product summaries, investment recommendations) for distribution to clients.


Qualifications


Requirements:

  • The candidate must have experience in Unit Trusts and portfolio allocation, with 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level.
  • A good university degree with professional qualifications preferred.
  • Sound analytical mind and the ability to interpret economic news and data into actionable strategies.
  • Possess an understanding of Macro Economics, the Financial Markets, and their fundamentals.
  • Ideally candidate should have knowledge in the full suite of Wealth Management products.
  • Must be willing to develop a broad based investment and investment sales strategy-related knowledge base, in order to multi-task and perform within a small team.

Primary Location: Singapore

Job: Wealth Advisor

Organization: Personal & Premier Banking Onshore

Schedule: Permanent

Job Posting: 18-Nov-2024, 10:48:35 AM