Investment Advisory BA
7 days ago
• Work closely together with the Product Owner, Program Manager and other squad members, to ensure right granularity of requirements specification on an epic / story level;
• Work closely with subject matter experts to gather business requirements and validate proposed solutions;
• Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience in understanding the business requirements.
• Facilitate communication at project team level in order to create consensus on scope, design and implementation decisions.
• Constantly collaborate with vendor to ensure timely deliverables as per validated business requirements.
• Prepare materials for User Training and User Guides; assist business users in preparation updated workflows.
• Document use- and test- cases; perform pre-UAT, Coordinate UAT
• Identify risks / issues that might affect project deliverables and proactively inform program leadership.
• Knowledge of agile methods (SAFe, Scrum, Kanban, ...) and tools (Jira and Confluence)
• Relevant and demonstrable experience in designing and documenting requirements in agile teams
Investment Advisory
UAT
Confluence
Kanban
Structured Products
Valuation
Scrum
Investments
Agile
Test Cases
JIRA
Financial Modelling
Business Requirements
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Investment Operations Executive
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Wealth Investment Advisory
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Investment Operations Executive
3 weeks ago
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Investment Analyst
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Wealth Advisory Specialist
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Portfolio Advisory Specialist
8 hours ago
Singapore DBS Bank Limited Full timeCompany OverviewDBS Bank Limited is a leading financial institution in Asia, offering a range of banking and wealth management services. Our Private Banking division provides tailored solutions to high net worth individuals, with a focus on building long-term relationships and delivering exceptional client experiences.Job SummaryThe VP of Portfolio Advisory...
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Singapore THE SUPREME HR ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesWorking Location: Mountbatten Road Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi) Working Days: Monday - Friday Salary Range: $3,500-$4,000Job IntroductionWe are a local sizeable Financial Advisory firm licensed by MAS. We are looking for an Investment Operations Executive to join our team.KEY...
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Portfolio Advisory Manager
2 days ago
Singapore DBS Bank Limited Full timeCompany OverviewDigital transformation is reshaping the banking landscape. DBS Bank Limited remains at the forefront, leveraging technology to deliver unparalleled customer experiences. As a Portfolio Advisory Manager, you will play a pivotal role in shaping our Private Banking's future. Our commitment to innovation and excellence has earned us numerous...
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Singapore THE SUPREME HR ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesInvestment Operations ExecutiveWorking Location: Mountbatten Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi) Working Days: Monday - Friday Salary Range: $3,500-$4,000Job IntroductionWe are a local sizeable Financial Advisory firm licensed by MAS. We are looking for an Investment Operations Executive to...
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VP of Portfolio Advisory
14 hours ago
Singapore DBS Bank Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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Senior Investment Consultant
8 hours ago
Singapore DBS Bank Limited Full timeAbout DBS Bank LimitedDBS Bank Limited is a leading financial institution in Asia, dedicated to helping its clients achieve their financial goals. Our Private Banking division offers a comprehensive range of wealth management services, including portfolio advisory, investment research, and asset allocation.VP of Portfolio Advisory RoleThis senior role...
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Investment Strategist
3 weeks ago
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Investment Product Specialist
2 days ago
Singapore DBS Bank Limited Full timeUnlock Your Potential as a Portfolio Advisory ManagerDBS Bank Limited offers an exciting opportunity for a talented individual to join our Private Banking team as a Portfolio Advisory Manager. In this pivotal role, you will play a key part in shaping the future of wealth management and contributing to our company's continued success. With a strong focus on...
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VP of Investment Solutions
2 days ago
Singapore DBS Bank Limited Full timeDBS Private Banking: Shaping the Future of Wealth ManagementDBS Bank Limited is at the forefront of digital transformation in banking. Our Private Banking arm offers a one-stop, full-service touchpoint for total banking requirements. We have a team of dedicated, experienced investment advisors who identify opportunities in various asset classes and employ...
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Investment Specialist
1 week ago
Singapore WHITE SOCIETY PTE. LTD. Full timeRoles & ResponsibilitiesJob SummaryProvide expert investment guidance and support to clients on investment products and services, helping them achieve their financial goals.Key Responsibilities1. Investment Research: Conduct research on investment products, markets, and trends to provide informed investment recommendations.2. Product Expertise: Develop and...
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Investment Counselor
3 weeks ago
Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full timeRoles & ResponsibilitiesOur client, a global Private Banking and Asset Management group is looking for experienced Investment Counselor (Advisory Solutions) to join their team.Key Responsibilities: -Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist. Provide timely and...
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Investment Consultant
1 week ago
Singapore TANGSPAC CONSULTING PTE LTD Full timeRoles & ResponsibilitiesPosition: Investment Consultant (This is a sales role, not pure IC)Job Description:This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial...
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Investment Advisor
3 weeks ago
Singapore IFAST FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesPeople avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical...
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Investment Advisor
3 weeks ago
Singapore IFAST FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesPeople avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical...
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Assistant Vice President, Training
3 weeks ago
Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD Full timeRoles & ResponsibilitiesProfessional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and trusted network of financial advisers in Singapore.PIAS is wholly owned by Singapore Life Ltd. Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in...