Job Posting for Investment Specialist (Personal Banking) at OCBC
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.
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Singapore,
Full Time