Investment Specialist, Singapore

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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 with the strategic ambition to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity Starts Here.

• Provision of advisory support to Personal Banking Financial Consultants (PFCs), focusing on Unit Trusts.
• Interpretation and forecasting of economic data, translating insights into actionable strategies for Unit Trust sales.
• Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with PFCs on joint client meetings.
• Mentoring and coaching PFCs by conducting continuing education for sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
• Contributing towards regular investment publications (e.g., newsletters, product summaries, investment recommendations) for distribution to clients.

• Experience in Unit Trusts and portfolio allocation, with 3–5 years 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.
• Understanding of Macro Economics, the Financial Markets, and their fundamentals.
• Ideally knowledge of the full suite of Wealth Management products.
• Willingness to develop a broad-based investment and investment sales strategy-related knowledge base to multi-task in a small team.

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 cared for as much as the needs of our customers.

Note: This description omits site-specific referral prompts and unrelated role listings to focus on the core responsibilities and qualifications for the Investment Specialist position.