Strategic Investment Professional
2 months ago
At Bank of Singapore, we value a culture of openness, teamwork, and fairness. We invest in our people through programs that develop their skills on both a professional and personal level. Our attractive remuneration packages and non-financial benefits offer opportunities for growth and development within OCBC Group's global network. If you have drive, passion, and a desire to succeed, we encourage you to consider this role.
Duties and Responsibilities
- Formulate investment strategies to provide premium advisory services to Private Banking clients, ensuring alignment with their target strategic assets allocation to meet investment objectives and risk profile.
- Communicate house views to marketing teams and collaborate with product specialists for specific support and training.
- Partner with Relationship Managers on client meetings to articulate investment ideas, create investment proposals, and conduct portfolio reviews.
- Provide financial advisory services to clients, including participation in product idea generation and solutions.
- Ensure adherence to internal and external regulations and policies at all times.
Requirements
- Bachelor's Degree in Finance, Business, Economics, or Banking.
- 5-7 years of experience in the financial industry in an investment advisory position.
- Preferably CFA and CACS certified.
- Strong knowledge of products across asset classes, interpersonal and communications skills, analytical and strategic thinking skills, and a future-oriented mindset.
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