Investment Advisor, Greater China

1 day ago

Singapore Bank of Singapore Full time

-Bank of Singapore
Singapore

Posted 7 hours ago Permanent Competitive
- Investment Advisor, Greater China (Director/Executive Director)- 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 Advisors (IA) are investment specialists within the front office team. The primary role of the IC 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 client's target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- 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, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times

**Qualifications**
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- At least 8 years in financial industry in an investment advisory position
- 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
- Proficiency in Chinese is required as this role is required to deal with Chinese clients

Job ID 230000PT

  • Market Head of Greater China, Wealth Management

    2 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    J- Posted by - Jacky Wang- Managing Director- Formulate and execute the business and team building strategy for the firm's Singapore based sales team which covers Greater China/ North Asia region. - Work closely with regional heads and other stakeholders such as investment and product heads to faciliate the growth of the business. - promote business...

  • Private Banker Covering Greater China Region, Based

    2 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    my client is looking for senior PB RM covering Greater China region, includes TW HK to be based in SG office - must be VP and above (revenue producer) - open to team move as well, with team sales AUM and revenue targets Job ID 1649732 - ABOUT COMPANY - Unicorn Advisor (HK) Limited - Hong Kong HR & Recruitment Unicorn Advisor’s business in Asia began in...

  • Investment Advisor, Greater China

    2 weeks ago

    Singapore Bank of Singapore Full time

    Investment Advisor, Greater China (AVP/VP) 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...

  • Market Head of Greater China, Wealth Management

    2 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Formulate and execute the business and team building strategy for the firm's Singapore based sales team which covers Greater China/ North Asia region. - Work closely with regional heads and other stakeholders such as investment and product heads to faciliate the growth of the business. - promote business oppoortunties within other business lines, such as...

  • Investment Analyst

    1 week ago

    Singapore JELLOLA INVESTMENTS PTE. LTD. Full time

    Location: SingaporeWorking Calendar: Japan MarketWe are a long/short hedge fund with a strong focus on Japanese equities and growing exposure across Asia. RolesInvestment Analyst (Greater China) This role covers equities in China, Taiwan, and Hong Kong, with additional Japan exposure.Language Requirements: A high level of proficiency in Chinese (Mandarin) is...

  • Investment Advisor, Greater China

    1 day ago

    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...

  • AD, Investment Counsellor, Greater China Market

    5 days ago

    Singapore Perennial HR Full time

    AD, Investment Counsellor, Greater China Market Job Description Our client is a leading Asian financial institution with a growing private banking presence in Singapore. Backed by a strong regional network and robust capital base, the

  • Investment Analyst

    1 week ago

    Singapore Jellola Investments Full time

    Investment Analyst - Japan & Greater China (Long/Short Hedge Fund)We are a long/short hedge fund with a strong focus on Japanese equities and growing exposure across Asia. We are hiring two highly motivated Investment Analysts - one specialising in Japan and another covering Greater China with cross-border Japan exposure. Overview Two analyst roles focusing...

  • Relationship Manager

    1 week ago

    Singapore CLSA GLOBAL MARKETS PTE. LTD. Full time

    **Position Description** The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW clients, leading corporates as well as institutional banks will bring you closer to success and fit within the department. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured...

  • SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group

    3 weeks ago

    Singapore DBS Bank Full time

    Overview SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group Join DBS Bank as SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group . DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of...