Investment Advisor/counsellor, Group Consumer

1 day ago

Singapore OCBC Bank Full time

**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BI**)**

**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**: 24-Sep-2024, 11:50:01 AM

  • Investment Advisor/counsellor, Group Consumer Financial Services

    2 weeks ago

    Singapore OCBC Bank Full time

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**2500004I**)** **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...

  • AVP, Treasures Investment Counsellor

    3 days ago

    Singapore DBS Bank Full time

    Job Description - AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group A) Job Description AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group - ( A ) Business Function As the leading

  • SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group

    3 weeks ago

    Singapore DBS Bank Full time

    Overview SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group Join DBS Bank as SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group . DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of...

  • Bancassurance Advisor/counsellor

    2 weeks ago

    Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**25000001**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

  • Bancassurance Advisor/counsellor

    1 week ago

    Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001TB**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

  • Bancassurance Advisor/counsellor

    1 week ago

    Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**250000AZ**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

  • SVP / VP, Investment Counsellor (Europe & Central Asia Markets), Private Banking, Consumer Bank[...]

    3 days ago

    Singapore DBS Bank Full time

    SVP / VP, Investment Counsellor (Europe & Central Asia Markets), Private Banking, Consumer Banking Group Join to apply for the SVP / VP, Investment Counsellor (Europe & Central Asia Markets) role at DBS

  • Vice President/Director, Investment Counsellor

    2 weeks ago

    Singapore Look Capital Full time

    Vice President/Director, Investment Counsellor Vice President/Director, Investment Counsellor Get AI-powered advice on this job and more exclusive features. LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong...

  • Vice President/Director, Investment Counsellor

    7 days ago

    Singapore Look Capital Full time

    Vice President/Director, Investment Counsellor Vice President/Director, Investment Counsellor Get AI-powered advice on this job and more exclusive features. LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong...

  • Vice President/Director, Investment Counsellor

    7 days ago

    Singapore Look Capital Full time

    Vice President/Director, Investment Counsellor Vice President/Director, Investment Counsellor Get AI-powered advice on this job and more exclusive features. LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 3 billion USD. Headquartered in Singapore, we have offices across Beijing,...