Investment Advisor, Greater China (VP/ED)
OCBC · Singapore · 3mo ago
Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Investment Advisor (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. Based in Singapore, this role will be supporting the Greater China Desk.
Responsibilities
Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
Communicate on-house views to the respective marketing teams and work with product specialists for specific support and training
Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
Participate in product idea generation and solutions by keeping abreast of products in the market proposing new product ideas; promoting ideas approved and endorsed by the Product Council where applicable.
Developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
Ensure adherence to internal and external regulations and policies at all times
Qualifications
At least 8 years in financial industry in an investment advisory position
Strong knowledge of products across asset classes
Strong interpersonal and communications skills
Strong analytical and strategic thinking skills
Possess future oriented mindset, strive to innovate and adapt to changes
Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
Chinese proficiency is required as this role involves working with Chinese clients.