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
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