Overview
Personal & Premier Banking Onshore
Description
Roles & Responsibilities:
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Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
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Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
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Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
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Monitor and execute trades for clients across a range of financial instruments
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Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
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Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients
Qualifications
Requirements:
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Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
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A good university degree or the equivalent in professional qualification preferred
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Sound analytical mind and ability to interpret economic news and data
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Candidates who have passed Levels 1, 2 or 3 of CFA preferred
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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
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Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
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Ideally candidate should have experience in one or more of the following wealth management products; bonds, equities, FX, Bancassurance and Unit Trust
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Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
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Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
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Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers
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Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
Primary Location
: Singapore
Job
: Wealth Advisor
Organization
: Personal & Premier Banking Onshore
Schedule
: Permanent
Job Posting
: 02-Oct-2024, 2:11:09 PM
About OCBC Bank
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.
OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.
OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
