Job Description

Roles & Responsibilities:

• Provide portfolio advisory support to Personal Financial Consultants (FCs), with a focus towards Unit Trust
• Interpretation and forecasting of economic data, translating them into actionable trade or product ideas for UT space.
• Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
• Conduct continuing education for PFCs on unit trusts, investment basics, portfolio allocation strategies, etc
• Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients

• Minimum 1-3 years relevant experience in investment advisory, research, sales or 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
• 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 wealth management products.
• Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team.

OCBC Bank