Investment Specialist
OCBC Bank(2 months ago)
About this role
A mid-level wealth management advisory role within a long-established Singapore bank, positioned to support the personal banking channel and contribute to the bank’s wealth offering. The role sits in the bank’s wealth management function and contributes to investment positioning, client-facing communications, and the organisation’s broader strategic ambitions.
Required Skills
- Unit Trusts
- Portfolio Allocation
- Investment Advisory
- Investment Research
- Sales
- Economic Analysis
- Portfolio Strategy
- Client Counseling
- Mentoring
- Wealth Management
+2 more
Qualifications
- University Degree
- Professional Qualifications
About OCBC Bank
ocbc.comDiscover a world of financial services with OCBC, the best trusted and established Singapore bank. Explore our range of banking solutions today.
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