Investment Specialist

OCBC

Not specified (assumed hybrid or onsite based on industry standards)
Experience in unit trusts
Portfolio allocation knowledge
Investment advisory experience
OCBC, Singapore's longest-established bank, seeks an Investment Specialist to provide advisory support for Unit Trusts, focusing on client investment strategies and mentoring Personal Banking Financial Consultants. The ideal candidate should have 3-5 years of relevant experience in investment advisory or sales of financial products, along with a strong analytical mindset

Job Summary

  • As Singapore’s longest established bank, OCBC is dedicated to enabling individuals and businesses to achieve their aspirations since 1932.
  • The role involves providing advisory support to Personal Banking Financial Consultants and investment counselling to clients.
  • OCBC offers competitive salary, holistic benefits, and industry-leading learning opportunities.

Matching Summary

Match Score: 85

OCBC, Singapore's longest-established bank, seeks an Investment Specialist to provide advisory support for Unit Trusts, focusing on client investment strategies and mentoring Personal Banking Financial Consultants. The ideal candidate should have 3-5 years of relevant experience in investment advisory or sales of financial products, along with a strong analytical mindset.

Skills & Requirements

Must-have

  • Experience in Unit Trusts
  • Portfolio allocation knowledge
  • Investment Advisory experience

Nice-to-have

  • Ability to interpret economic data
  • Mentoring and coaching skills
  • Understanding of Wealth Management products

Key Requirements

  • 3-5 years relevant experience
  • Good university degree preferred
  • Professional qualifications preferred

Work Rights

Not specified

Tailored Resume

Cover Letter