INVESTMENT STRATEGIST

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Investment Advisor to join their dynamic team in Singapore. This role involves working closely with Relationship Managers to develop tailored investment strategies for private banking clients. You will leverage your expertise to generate innovative product ideas and ensure compliance with regulations. If you are passionate about finance and eager to make a significant impact in a collaborative environment, this is the perfect opportunity for you.

Qualifications

• Experience in providing investment advisory to private banking clients.
• Strong understanding of investment strategies and risk profiles.

Responsibilities

• Provide investment advisory and formulate strategies for private banking clients.
• Partner with Relationship Managers for client meetings and portfolio reviews.

Skills

Investment Advisory

Portfolio Management

Market Analysis

Client Relationship Management

Education

Bachelor's Degree in Finance or related field

Job description

Job Mandate

Regulated Activity Business

To work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.

Duties and Responsibilities

Regulated Activity Business

1. Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.

2. Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.

3. Initiate product idea generation as subject matter expert and keep breast of developments in the market.

4. Familiar with end-to-end process of order taking and trade execution.

5. Always ensure adherence to internal/external regulations and policies.

6. Carry out any other duties as directed by Company Management.