Investment Specialist

13 hours ago

SGPHead, Singapore OCBC Bank Full time $80,000 - $120,000 per year
WHO WE ARE:

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you do

  • 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.

Who you are

  • The candidate must have experience in Unit Trusts and portfolio allocation, with 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level.

  • 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.

  • Ideally candidate should have knowledge in the full suite of Wealth Management products.

  • 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.

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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