Strategic Investment Consultant
4 days ago
At Bank of Singapore, we foster a culture of innovation and teamwork. We invest in our people through comprehensive development programs that enhance their professional and personal growth.
We offer attractive remuneration packages and non-financial benefits, along with opportunities to advance within OCBC Group's global network of subsidiaries and offices.
Are you driven, passionate, and committed to success? Join us in shaping the future today
Job DescriptionInvestment Advisors (IA) are key investment specialists within our front office team. Their primary role is to formulate strategic investment plans and collaborate with Relationship Managers in managing client portfolios.
The IA provides premium investment advisory services to Private Banking clients, formulating tailored investment strategies that align with clients' target asset allocation goals and risk profiles.
The IA communicates house views to marketing teams and works closely with product specialists for specific support and training.
In partnership with Relationship Managers, the IA articulates investment ideas, creates proposals, and conducts portfolio reviews during client meetings.
The IA also offers financial advisory services to clients and participates in generating new product ideas and solutions.
Key Responsibilities:
- Provide premium investment advisory services to Private Banking clients.
- Formulate tailored investment strategies based on client needs.
- Communicate house views to marketing teams and work with product specialists.
- Participate in product idea generation and solution development.
To succeed in this role, you should possess:
- A Bachelor's Degree in Finance, Business, Economics, or Banking.
- 5-7 years of experience in an investment advisory position in the financial industry.
- Strong knowledge of products across various asset classes.
- Strong interpersonal and communication skills.
- Strong analytical and strategic thinking skills.
- Futuristic mindset, ability to innovate, and adapt to changes.
- Strong understanding of interdependencies within the team and collaboration across departments.
We offer:
- Competitive salary: SGD 120,000 - SGD 180,000 per annum.
- Comprehensive benefits package.
- Opportunities for career growth and development.
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