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Ocbc

SGP-Head Office, Singapore

Investment Specialist.

REMOTE
WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What you do 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. Who you are 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. What we offer: Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.
Pay
Not stated
Where
SGP-Head Office, Singapore
Work
Remote
Type
Not stated
Posted
26 Oct, 2026
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