Strategic Investment Advisor

1 month ago


Singapore DBS Bank Limited Full time
Job Title: Strategic Investment Advisor

DBS Consumer Banking Group is seeking a highly skilled Strategic Investment Advisor to join our team. As a market leader in the consumer banking business, we offer a full spectrum of products and services to help our customers achieve their financial goals.

Key Responsibilities:
  • Deliver exceptional service to high-net-worth clients by providing tailored investment strategies and trade execution.
  • Collaborate with Relationship Managers to cultivate and sustain client relationships, providing timely market insights and portfolio recommendations.
  • Partner with Relationship Managers to assess clients' portfolios, formulating effective investment strategies that align with client goals and meet individual sales targets and KPIs.
  • Proactively identify and evaluate investment opportunities across a diverse range of asset classes, including unit trusts, ETFs, equities, fixed income, foreign exchange, commodities, structured products, and private equity.
  • Execute regulated activities while maintaining full compliance with the Bank's policies and regulatory standards.
  • Foster a culture of knowledge sharing by contributing insights and expertise in investment strategies within the internal sales team.
Requirements:
  • Bachelor's degree in Finance, Business, or a related field; MBA, CFA, CAIA, or CFTe qualifications preferred.
  • CACS 1 & 2 certifications and relevant CMFAS licenses required.
  • Extensive knowledge of capital markets and awareness of emerging trends.
  • Minimum of 10 to 15 years of overall experience, including at least 5 years advising ultra-high-net-worth clients.
  • Strong analytical skills with keen awareness of financial market developments.
  • Proven ability to thrive in a fast-paced environment and adapt quickly to changes.
  • Excellent relationship management and interpersonal skills, with outstanding communication abilities.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.



  • Singapore Unicorn Advisor (HK) Limited Full time

    We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited. The ideal candidate will have a proven track record in investment advisory, with extensive experience in portfolio management, brokerage, and institutional sales.Key responsibilities will include:Providing expert advice on investment strategies and portfolio...

  • Investment Advisor

    3 weeks ago


    Singapore SPRING PROFESSIONAL LHH (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesYour new companyOur client is an established, award winning MFO based in Hong Kong, serving HNW clients with tailored investment solutions. Your new roleAs an Investment Advisor, you will collaborate closely with a team of bankers to support them and the esteemed HNW clients. You will provide bespoke investment advisory that aligns...


  • Singapore Bank of Singapore Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our team at Bank of Singapore. As an Investment Advisor, you will be responsible for formulating investment strategies and working with Relationship Managers to manage client portfolios.Key ResponsibilitiesProvide premium investment advisory services to Private Banking clients and...


  • Singapore ASCEND CAPITAL ADVISORS (S) PTE. LTD. Full time

    OverviewAs a Strategic Investment Portfolio Manager at Ascend Capital Advisors (S) Pte. Ltd., you will play a pivotal role in driving the company's investment objectives forward. This exciting opportunity calls for an experienced professional with a strong background in investment analysis, financial modeling, and valuation.


  • Singapore Edp Renovaveis Servicios Financieros SA Full time

    EDP Renewables APAC is a leading subsidiary of EDP Group, a global leader in the renewable energy sector. With its headquarters in Singapore, the company is the leading sustainable development hub for the Asia Pacific region, with activities across nine different markets. Our focus is on the design, development, management, and operation of renewable energy...


  • Singapore Snaphunt Full time

    The OpportunityWe are seeking a highly experienced Fintech Industry Specialist to join our team as a Strategic Fintech Advisor. In this part-time, remote role, you will serve as a trusted consultant, providing valuable insights and recommendations to inform our investment decisions within the fintech sector.The RoleAdvisory role within an early-stage VC firm...


  • Singapore BANK OF SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesInvestment Advisors (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.· Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with...


  • Singapore United Overseas Bank Full time

    Job SummaryWe are seeking a Strategic Portfolio Advisor to join our team at United Overseas Bank. As a key member of our Retail function, you will be responsible for providing financial solutions to our Personal and Business Banking customers.About the RoleIn this role, you will work closely with our customers to understand their financial goals and develop...


  • Singapore Bank of Singapore Full time

    About UsAt 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...

  • Strategic Advisor

    3 weeks ago


    Singapore PEAK ENERGY DEVELOPMENT PTE. LIMITED Full time

    Roles & ResponsibilitiesPeak Energy is a renewable energy platform with a focus on developing solar, wind and battery projects across Asia. As the region's consumption of energy rises, Peak Energy is dedicated to meeting these demands while contributing to carbon neutrality. We accomplish this by developing large utility-scale projects. These include some of...


  • Singapore Bank of Singapore Full time

    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...


  • Singapore eFinancialCareers Full time

    Job DescriptionAs a Strategic Portfolio Advisor at eFinancialCareers, you will play a pivotal role in providing expert advice to high net worth clients and investors. This position requires a strong team player with excellent inter-personal skills, able to integrate quickly into our established team and communicate closely with clients and...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description & RequirementsTaurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment...


  • Singapore LNRS Data Services Pte Ltd Company Full time

    About UsAt LNRS Data Services Pte Ltd Company, we provide expert consulting services to help our clients interpret complex markets.With our deep market knowledge and robust proprietary data, analytics, and on-the-ground expertise, we support our clients' long-term investment challenges across global petrochemical industries.Job DescriptionWe are seeking a...


  • Singapore Bank of Singapore Full time

    Job Summary As a Strategic Client Advisor at Bank of Singapore, you will be responsible for developing and maintaining client relationships in the marketing function. This role requires a strong understanding of client needs and a ability to provide tailored solutions to drive business growth. Main Responsibilities • Develop and maintain strong...


  • Singapore Unicorn Advisor (HK) Limited Full time

    - >8 years of experience with proven track record in investment advisory; portfolio management, brokerage, or institutional sales - Extensive knowledge of private banking business (onshore and offshore),  - FX specialist preferably - Fluency in Mandarin is a MUST


  • Singapore Bank of Singapore Full time

    Company OverviewBank of Singapore is a leading private bank in Asia, committed to delivering exceptional financial solutions to its clients. With a strong presence in the region, we strive to create long-term value for our stakeholders through our expertise and innovative approach.Job SummaryWe are seeking a highly skilled Strategic Alternatives Investment...


  • Singapore Options Group Full time

    Senior Investment AdvisorWe are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team at Options Group.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of securities, derivatives, and structured products.Develop and implement...


  • Singapore AUGUST ENERGY INVESTMENT CO PTE. LTD. Full time

    Roles & ResponsibilitiesIntroductionAugust Energy (“AE”) is a developer and long-term owner of energy infrastructure assets, helping high quality industrial and commercial customers meet their decarbonisation goals, profitably, and at scale (“Corporate Solutions Strategy”). We provide a comprehensive set of proven and customised energy as a service...


  • Singapore Careers@Gov Full time

    Careers@Gov is seeking an experienced Strategic Financial Advisor to join our team. This role is perfect for individuals who enjoy a challenging and dynamic environment, where they can utilize their skills and expertise to drive financial performance and support strategic initiatives.About the RoleWe are looking for someone with a strong background in...