Investment Specialist

OCBC Securities; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

OCBC Securities in Singapore seeks an Investment Specialist to grow and manage a personal client portfolio, cultivating trusted partnerships and guiding clients through diverse investment products. You will work independently while leveraging the team’s resources, expanding expertise across Global Equities, Fixed income, Structured Products, and related notes, with CMFAS modules required.

This full-time role emphasizes building lasting relationships, delivering market insights, and supporting

Qualifications

• CMFAS modules RES1A, RES2A & CM-CMP are required and RES5 is also listed.

Responsibilities

• Grow and maintain a portfolio of clients by fostering trusted partnerships that last.
• Assist clients on a diverse range of products: Global Equities, Fixed-income, Structured Products, Equity-linked Notes and others.
• Expand expertise and maximise growth of client portfolios across multiple products.
• Empower clients with research and market insights to support their investment journey.

Skills

CMFAS modules

Independent client acquisition

Relationship building

Financial markets knowledge

Job description

We believe that exceptional Investment Specialists are proactive leaders who shape their own success. Operating independently, they chart their own path, develop their business, and take full ownership of the professional role they will embrace with their clients. If you are motivated by more than just meeting targets — if you aspire to build a strong client portfolio, cultivate meaningful relationships, and deliver impactful results — this opportunity is designed for you.

What you will do

This is a full-time role for an Investment Specialist based in Singapore. As an Investment Specialist, you:

• Grow and maintain a portfolio of clients by fostering trusted partnerships that last.
• Assist your clients on a diverse range of products, including:
• Global Equities
• Fixed-income
• Structured Products, Equity-linked Notes and others
• Expand your expertise and maximise the growth of your portfolio of clients across multiple products.
• Empower clients with research and market insights to better support their investment journey.

Who we are looking for

You're likely a great fit if you have:

• A passion for trading and a deep understanding of financial markets
• A strong existing network of potential clients and the ability to work independently while leveraging the support and resources of our team
• Valid CMFAS modules*
• Are a Singapore citizen or PR

*CMFAS modules and exemptions here:

• RES1A, RES2A & CM-CMP
• RES5

Find out more here: https://go.iocbc.com/career