Singapore Job Openings
OCBC Bank
Investment Specialist (Personal Banking)
FULL TIME
November 18, 2024
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.
Requirements:
- 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.
Job: Wealth Advisor
Organization: Personal & Premier Banking Onshore
Schedule: Permanent
Job Posting: 18-Nov-2024, 10:48:35 AM
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