Overview

Personal & Premier Banking Onshore

Investment Specialist (Personal Banking) – (25000016)

Description

 

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:

  • 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.

 

 

     

    Primary Location

    : Singapore

    Job

    : Wealth Advisor

    Organization

    : Personal & Premier Banking Onshore

    Schedule

    : Permanent

    : Full-time

    Job Posting

    : 08-Jan-2025, 5:56:22 AM

    Tagged as:

    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.