SAVE

Investment Advisor/Counsellor, Group Consumer Financial Services

OCBC Bank

Roles & Responsibilities:

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

Qualifications
Requirements:

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

Internal Number: 10692497

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