Institutional Specialist, Vice President

OCBC Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Bank of Singapore, part of the OCBC Group, seeks an Institutional Specialist to lead a team delivering proactive investment advisory and solutions to financial intermediary partners. The role emphasizes articulating market views, identifying opportunities, and ensuring trade execution while expanding FIM coverage.

The ideal candidate has extensive capital markets knowledge, strong interpersonal skills, and a client-focused mindset, with at least 8 years of banking experience and a Bachelor's

Qualifications

• Minimum of 8 years in a banking environment with products or client engagement experience.
• Bachelor's degree in any discipline; CFA qualifications are a plus but not required.

Responsibilities

• Lead analysts to provide daily investment advisory & solutions to FIM partners.
• Articulate market/views and synthesize information for FIM partners.
• Identify commercial opportunities and customized investment solutions for FIM clients.
• Ensure seamless execution of trades & investments for FIMs.
• Market and grow coverage with new prospective FIMs; adhere to bank processes.

Skills

Capital markets knowledge

Interpersonal skills

Teamwork

Commercial acumen

Education

Bachelor's degree

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!

WHO WE ARE

Global Financial Intermediaries (GFIM) is the segment that focuses on financial intermediaries clientele (also known as "Independent Asset Managers", or IAMs) at Bank of Singapore. Relationship Managers (RMs) in GFIM are supported by professionals in the Institutional Coverage Group on all functions relating to investments. Note that Institutional Coverage Group is part of the overall Investment Advisory team at Bank of Singapore. The scope of coverage includes capital markets products (stocks, bonds, FX, equity structured products, complex structured products, etc); fund solutions including alternatives (hedge funds, private equities); mandate solutions; and all other strategic solutions to grow the overall GFIM business. Institutional Specialist plays a crucial role in driving daily engagements with our most valuable financial intermediary partners. Key attributes of an Institutional Specialist include extensive experience and knowledge of capital markets, preferably in-depth understanding of one single asset class, like equities, FX or structured derivatives. Be commercial, with a good dose of entrepreneurship to drive engagement with our FIM partners. Other valuable attributes to be successful in this role include strong interpersonal skills to connect with different profiles of clientele; teamworker and reliable, with a strong sense of responsibility to be accountable to stakeholders in driving business.

WHAT YOU DO

As an Institutional Specialist, the candidate is expected to lead select analysts of the team in providing daily/regular proactive investment advisory & solutions to our FIM partners. This means being able to articulate views on the markets/products; and able to synthesize information relevant to our FIM partners. The Specialist is expected to provide coherent views on markets & investments, in response to existing landscape/environment. With strong understanding of financial markets and investment landscape, a key focus of the role is to identify commercial opportunities with our FIM partners. This involves highlighting thematic opportunities and also customized solutions (which encompass broad range of investment vehicles) in order to maximize the opportunity set to the Bank. As part of the day-to-day responsibilities, the candidate is expected to ensure seamless execution of trades & investments for FIMs under his/her coverage. The role also involves active marketing of our coverage platform to new prospective FIMs. Be creative, at the same time commercially astute in generating new ideas & solutions to grow the FIM business. We aim to be our FIM clients "first-port-of-call", and also the preferred partner vs all other competitors. Candidate is required to be aware and compliant on all aspects of the Bank’s process, policies and procedures.

WHO YOU ARE

Minimum of 8 years of experience in a banking environment, whether in products role, or client engagement role. A suitable candidate may be someone from structured product sales, FX sales, equity derivatives sales, structuring, or prime brokerage. Candidate from investment advisory or investment counselor background may apply too. Excellent communication & interpersonal skills Bachelor’s degree in any discipline, preferably quantitative background CFA qualifications or equivalent is not necessity, but an added plus 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.