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- Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
- Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
- Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
- Monitor and execute trades for clients across a range of financial instruments
- Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
- Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients
- Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
- A good university degree or the equivalent in professional qualification preferred
- Sound analytical mind and ability to interpret economic news and data
- Candidates who have passed Levels 1, 2 or 3 of CFA preferred
- The candidate must have experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles
- Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
- Ideally candidate should have experience in one or more of the following wealth management products; bonds, equities, FX, Bancassurance and Unit Trust
- Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
- Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
- Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers
- Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
Investment Advisor/Counsellor, Group Consumer Financial Services - Singapur, Singapore - OCBC Bank
Description
Investment Advisor/Counsellor, Group Consumer Financial Services DL )Description
Roles & Responsibilities:
Qualifications
Requirements: