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Investment Specialist

2 weeks ago

Singapore OCBC Bank Full time

**Investment Specialist (Personal Banking)** **-** **(**250000NF**)**

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**: 11-Apr-2025, 3:54:19 AM