Singapore Job Openings
OCBC Bank
Investment Specialist- Personal Banking
FULL TIME
November 5, 2024
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
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
- The candidate must have experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles
- Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
- Ideally candidate should have experience in wealth management products.
- Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team.
Job: Wealth Advisor
Organization: Personal & Premier Banking Onshore
Schedule: Permanent
Job Posting: 05-Nov-2024, 10:02:37 PM
New Job Alerts
Takeda Pharmaceutical
Senior Biotech (Suite 2)
Singapore
FULL TIME
November 7, 2024
View Job Description
GIC Investment
AVP/VP, Business Strategist, Fixed Income & Multi Asset
Singapore
FULL TIME
November 7, 2024
View Job Description
National University of Singapore
Procurement Senior Executive / Assistant Manager
Singapore
FULL TIME
November 7, 2024
View Job DescriptionArt of Entertainment Pte Ltd
Retail Sales and Marketing Executive
Singapore
FULL TIME
November 7, 2024
View Job DescriptionBUT Digital Singapore
General Manager (Sales oriented)
Queenstown Estate
FULL TIME
November 7, 2024
View Job DescriptionLooking for similar job?
Barclays
Investment Banking Summer Internship Programme 2025 Singapore
Singapore
August 2, 2024
View Job Description
Citadel Enterprise Americas
Investment & Trading – 2025 Intern (Asia)
August 6, 2024
View Job Description
See What’s New: OCBC Bank Job Opportunities
OCBC Bank
End User Services Engineer, Group End User Services
FULL TIME
November 7, 2024
View Job Description
OCBC Bank
Senior Audit Manager (Operations), Wholesale Banking & Consumer Lending Audit
FULL TIME
November 6, 2024
View Job Description
OCBC Bank
AVP/VP, Global Markets International Support
FULL TIME
October 31, 2024
View Job Description
New Job Alerts
Takeda Pharmaceutical
Senior Biotech (Suite 2)
Singapore
FULL TIME
November 7, 2024
View Job Description
GIC Investment
AVP/VP, Business Strategist, Fixed Income & Multi Asset
Singapore
FULL TIME
November 7, 2024
View Job Description
National University of Singapore
Procurement Senior Executive / Assistant Manager
Singapore
FULL TIME
November 7, 2024
View Job DescriptionArt of Entertainment Pte Ltd
Retail Sales and Marketing Executive
Singapore
FULL TIME
November 7, 2024
View Job DescriptionBUT Digital Singapore
General Manager (Sales oriented)
Queenstown Estate
FULL TIME
November 7, 2024
View Job Description