Senior Investment Advisor

Bank of Singapore Limited (Hong Kong Branch); Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Bank of Singapore Limited (Hong Kong Branch) seeks experienced Investment Advisors to formulate investment strategies and work with Relationship Managers in managing client portfolios. The role involves meeting HNW clients, delivering premium advisory, and collaborating with product specialists to generate tailored solutions.

Candidates should have a university degree (CFA or similar preferred), hold SFC Type 1 and 4 licenses, and possess 6–8 years in a financial advisory role with strong

Qualifications

• Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications.
• Hold Type 1 and Type 4 licenses (SFC)
• At least 6-8 years in financial industry in an investment advisory position
• Strong inter-personal and communications skills
• Strong analytical and strategic thinking skills
• Team player
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification

Responsibilities

• Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target assets allocation.
• Relay the house view in their respective marketing teams and call on product specialists for support or training needs.
• Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
• Provide Advisory Portfolio Management Services and collaborate with Investment Solutions Group to generate product solutions.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Strategic thinking

Team player

Education

University degree (prefer CFA or similar)

Tools

SFC Type 1 license

SFC Type 4 license

Job description

Bank of Singapore opens doors to new opportunities. 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 (IAs) are investment specialists within a marketing team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. They shall support RMs primarily as follows: Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile. Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs. Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews. Provide Advisory Portfolio Management Services Collaborate with Investment Solutions Group to generate products solutions and:

• i. keep abreast of products in the market
• ii. propose new product ideas
• iii. develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products and AIMS products.

Who you are:

• Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications
• Hold Type 1 and Type 4 licenses (SFC)
• At least 6-8 years in financial industry in an investment advisory position
• Strong inter-personal and communications skills
• Strong analytical and strategic thinking skills
• Team player
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best‑in‑class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.