About this role
The Investment Specialist provides advisory support to Personal Banking Financial Consultants, focusing on Unit Trusts and economic data interpretation. They also mentor PFCs and contribute to investment publications for clients.
Candidates should have 3-5 years of relevant experience in Investment Advisory or related fields, with a strong understanding of Unit Trusts and portfolio strategies. A good university degree and professional qualifications are preferred.
What they're looking for
Investment AdvisoryUnit TrustsPortfolio AllocationEconomic Data InterpretationMentoringCoachingFinancial Products SalesMacro Economics
Frequently asked questions
What does a Investment Specialist at OCBC do?
The Investment Specialist provides advisory support to Personal Banking Financial Consultants, focusing on Unit Trusts and economic data interpretation. They also mentor PFCs and contribute to investment publications for clients. Candidates should have 3-5 years of relevant experience in Investment …
What skills does this Investment Specialist role need?
Key skills for this role include Investment Advisory, Unit Trusts, Portfolio Allocation, Economic Data Interpretation, Mentoring, Coaching.
How much does a Investment Specialist at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Investment Specialist role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Investment Specialist role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.