Investment Specialist

OCBC; Singapore; On-site; SGD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

A leading bank in Singapore is seeking an experienced Investment Specialist. Responsibilities include providing investment advice, mentoring consultants, and analyzing economic data. Candidates should have 3-5 years of relevant experience in investment advisory or financial product sales. The role offers competitive salary and holistic benefits aimed at personal growth and wellbeing.

Qualifications

• 3-5 years in Investment Advisory, Research, or Sales at Premier/Priority banking level.
• Ability to interpret economic news and data.
• Knowledge of Wealth Management products preferred.

Responsibilities

• Provide advisory support to Personal Banking Financial Consultants.
• Forecast economic data and translate insights into strategies for sales.
• Investment counseling to clients through collaboration with PFCs.

Skills

Investment Advisory

Analytical Skills

Understanding of Financial Markets

Portfolio Allocation

Education

Good university degree with professional qualifications

Job description

Join to apply for the Investment Specialist role at OCBC

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation with the strategic ambition to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity Starts Here.

What You Do

• Provision of advisory support to Personal Banking Financial Consultants (PFCs), focusing on Unit Trusts.
• Interpretation and forecasting of economic data, translating insights into actionable strategies for Unit Trust sales.
• Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with PFCs on joint client meetings.
• Mentoring and coaching PFCs by conducting continuing education for sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
• Contributing towards regular investment publications (e.g., newsletters, product summaries, investment recommendations) for distribution to clients.

Who You Are

• Experience in Unit Trusts and portfolio allocation, with 3–5 years 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.
• Understanding of Macro Economics, the Financial Markets, and their fundamentals.
• Ideally knowledge of the full suite of Wealth Management products.
• Willingness to develop a broad-based investment and investment sales strategy-related knowledge base to multi-task in a small team.

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are cared for as much as the needs of our customers.

Note: This description omits site-specific referral prompts and unrelated role listings to focus on the core responsibilities and qualifications for the Investment Specialist position.