Investment Specialist

4 days 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...


  • 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 Specialist

    2 weeks ago


    Singapore OCBC Full time

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


  • 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...


  • Singapore MariBank Full time

    Treasury & Investment Ops Specialist - MariBank Join to apply for the Treasury & Investment Ops Specialist - MariBank role at MariBank Treasury & Investment Ops Specialist - MariBank 1 week ago Be among the first 25 applicants Join to apply for the Treasury & Investment Ops Specialist - MariBank role at MariBank Manage end-to-end operational flow for...


  • 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...


  • Singapore Capital Group Companies Full time

    At Capital, we’re committed to providing you with opportunities to broaden and deepen your knowledge and skills, and to grow personally, professionally and financially. We are looking to hire a Fixed Income Investment Product Specialist to join our Singapore team. Please review the job description below to determine if this opportunity might be right for...


  • Singapore J.S.F Full time $90,000 - $120,000 per year

    Advise high-net-worth clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met.Assist Wealth and Estate Planning Specialist in advising high-net-worth clients on their basic wealth and estate...


  • Singapore CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. Full time

    **Primary Responsibilities**: - Analyses and implements investment guidelines for new and existing Equity and/or Fixed Income funds/client accounts, liaising with business partners to draft, negotiate, review, and interpret guidelines and regulations for funds/client accounts. - Codes, implements, and maintains compliance rules in the compliance system for...


  • Singapore WEALTH ASIA LLP Full time

    We are recruiting an Investment Sales Specialist within the wealth and financial services sector. Key Responsibilities Client Acquisition & Sales Targets: Actively prospect, identify, and acquire new high-net-worth (HNW) or institutional clients to grow the investment portfolio and meet aggressive sales and revenue targets. Relationship Management: Cultivate...