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Investment Advisor/counsellor, Group Consumer Financial Services

3 weeks ago

Singapore OCBC Bank Full time

**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**250000O0**)**

**Roles & Responsibilities**:

- Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
- Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
- Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
- Monitor and execute trades for clients across a range of financial instruments
- Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
- Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients

**Qualifications**

**Requirements**:

- Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
- A good university degree or the equivalent in professional qualification preferred
- Sound analytical mind and ability to interpret economic news and data
- Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
- Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
- 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

**Primary Location**: Singapore

**Job**: Wealth Advisor

**Organization**: Personal & Premier Banking Onshore

**Schedule**: Permanent

**Job Posting**: 12-Apr-2025, 2:00:08 AM