Investment Advisor at Oversea Chinese Banking Corp

, , -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

0.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advisory, Portfolio Management, Strategic Asset Allocation, Financial Analysis, Client Relationship Management, Product Idea Generation, Risk Profiling, Interpersonal Communication, Strategic Thinking, Collaboration, Trading Ideas Execution, Regulatory Compliance

Industry

Banking

Description

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. 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 within the framework of the banks house view. 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. Work with the CIO team to help clients build robust portfolios to achieve their long-term objectives across discretionary and advisory solutions 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, executing, monitoring and following up on new trading ideas across the entire suite of the banks solutions (cash trading, derivative structures, funds, alternatives etc) Ensure adherence to internal and external regulations and policies at all times Qualifications At least 3 years in financial industry in an investment advisory position Bachelor’s degree in the fields of either Finance, Business, Economics or Banking Preferably CFA and CACS certified 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 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.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Investment Advisor formulates investment strategies and partners with Relationship Managers to manage client portfolios. They provide premium advisory services, conduct portfolio reviews, and develop trading ideas across various asset classes.