Investment Specialist (Personal Banking)

OCBC; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Specialist to provide expert advisory support in Personal Banking, focusing on Unit Trusts. This role involves interpreting economic data to develop actionable strategies, mentoring Financial Consultants, and contributing to investment publications. The ideal candidate will possess a strong analytical mind, relevant experience in investment advisory, and a good understanding of wealth management products. Join this dynamic team to make a significant impact in the financial services sector.

Qualifications

• 3-5 years of experience in Investment Advisory or Financial Product Sales.
• Strong analytical skills and understanding of economic fundamentals.

Responsibilities

• Provide advisory support to Personal Banking Financial Consultants.
• Mentor and coach PFCs on investment strategies and products.

Skills

Investment Advisory

Unit Trusts

Portfolio Allocation

Analytical Skills

Economic Data Interpretation

Education

Bachelor's Degree

Professional Qualifications

Job description

Investment Specialist (Personal Banking)

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Investment Specialist (Personal Banking)

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• 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.
  
  

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.
  
  

Job 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

11-Apr-2025, 3:54:19 AM

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Capital Markets, and Financial Services

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