Investment Specialist- Personal Banking

1 week ago


Singapore OCBC Bank Full time

**Investment Specialist
- Personal Banking** **-** **(**240001NE**)**

**Roles & Responsibilities**:

- Provide portfolio advisory support to Personal Financial Consultants (FCs), with a focus towards Unit Trust
- Interpretation and forecasting of economic data, translating them into actionable trade or product ideas for UT space.
- Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
- Conduct continuing education for PFCs on unit trusts, investment basics, portfolio allocation strategies, etc Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients

**Qualifications**

**Requirements**:

- Minimum 1-3 years relevant experience in investment advisory, research, sales or 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.

**Primary Location**: Singapore

**Job**: Wealth Advisor

**Organization**: Personal & Premier Banking Onshore

**Schedule**: Permanent

**Job Posting**: 05-Nov-2024, 10:02:37 PM



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