Investment Specialist

1 day ago

Singapore OCBC Bank Full time

**Investment Specialist (Personal Banking)** **-** **(**2500004J**)**

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**:

- 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.
- 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**: 02-Feb-2025, 10:18:35 AM

  • Associate, Investment

    2 weeks ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Fixed Income Investment Product Specialist Senior

    6 days ago

    Singapore CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. Full time

    The Senior Investment Product Specialist (IPS) is part of the Asset Class Services (ACS) team within Capital Group’s (CG) Europe and Asia business. IPS partners with the team of Investment Directors (ID) to deliver deep expertise on CG’s investment strategies both internally and externally. Collectively they are the voice of CG’s investment strategies....

  • Investment Specialist

    6 days ago

    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Investment Specialists (IS) work closely with the Relationship Managers (RM), Investment Advisors (IA) and provide...

  • Investment Portfolio Specialist

    6 days ago

    Singapore beBeePortfolioSpecialist Full time $80,000 - $120,000

    Investment Portfolio SpecialistWe are seeking a highly skilled Investment Portfolio Specialist to join our team. As an Investment Portfolio Specialist, you will play a key role in managing and maintaining investment portfolios for our clients.Key Responsibilities:Manage and maintain investment portfolios to ensure optimal performance and alignment with...

  • Vp, Investment Services Digital

    6 days ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG **Job Function**:Investment Services Private Markets **Job Type**:Permanent **Req ID**:16476 **Investment Services Private Markets** - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and...

  • Investment Specialist

    1 week ago

    Singapore INVICTUS ADVISORY PTE. LTD. Full time

    We are currently looking for passionate and experienced individuals to join us as Investment Specialists. Are you the one who can provide insightful investment strategies and build lasting client relationships? At Invictus, we believe in creating "Relationships for Life." We offer a dynamic environment where your expertise is valued and your contributions...

  • Investment Specialist

    3 days ago

    Singapore OIO SINGAPORE PRIVATE LIMITED Full time

    **About the Company** By introduction we are a subsidiary of a publicly listed company OiO Holdings Limited (SGX: KUX). We are in the Blockchain Industry providing Consultancy & Financial Services. We are looking for an Investment Specialist to analyse cryptocurrency markets and manage relationships with clients. **Investment Specialist** This role will...

  • Investment Specialist

    4 days ago

    Singapore OCBC Full time

    Join to apply for the Investment Specialist role at OCBC Who We Are As Singapore's longest established

  • Vice President, Investment Banking

    3 days ago

    Singapore Barclays Investment Bank Full time

    Corporate Finance creates sophisticated strategies for clients' corporate finance needs. Our banking structure leverages the expertise of bankers with industry or product specific and geographic expertise across all of Barclays' products to provide clients with the most informed strategic advice and comprehensive financial solutions. Join Barclays and become...

  • Vice President, Investment Banking

    2 days ago

    Singapore Barclays Investment Bank Full time

    Corporate Finance creates sophisticated strategies for clients' corporate finance needs. Our banking structure leverages the expertise of bankers with industry or product specific and geographic expertise across all of Barclays' products to provide clients with the most informed strategic advice and comprehensive financial solutions. Join Barclays and become...