Investment Advisor, Greater China (VP/ED)

OCBC Group; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

Bank of Singapore Limited invites an experienced Investment Advisor to join our front office team in Singapore, supporting the Greater China Desk. The IA will formulate investment strategies, work with Relationship Managers, and drive client portfolios in a high‑caliber private banking environment.

The role demands deep knowledge of asset classes, strong communication, and the ability to collaborate across departments in a fast‑paced setting.

Qualifications

• Minimum 8 years in financial industry in an investment advisory role.
• In-depth knowledge of asset classes and investment products.
• Excellent communication and interpersonal skills.
• Ability to collaborate across departments and maintain client focus.
• Chinese proficiency required for working with Chinese clients.

Responsibilities

• Provide premium investment advisory to Private Banking clients and formulate investment strategies aligned with client objectives.
• Coordinate with Relationship Managers, product specialists and marketing teams to present investment ideas and prepare proposals.
• Support portfolio reviews and performance discussions with clients and internal stakeholders.
• Develop and monitor new trading ideas across cash equities, bonds, FX and structured products while ensuring compliance with regulations.

Skills

Interpersonal skills

Analytical thinking

Strategic thinking

Team collaboration

Fast-paced adaptability

Chinese proficiency

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 Advisor (IA)

Investment Advisor (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. Based in Singapore, this role will be supporting the Greater China Desk.

Responsibilities

• 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 specialists 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

• At least 8 years in financial industry in an investment advisory position
• 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
• Chinese proficiency is required as this role involves working with Chinese clients.

Your Opportunity Starts Here

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.

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.