Investment Analyst: Private Banking Portfolio & Advisory

OCBC; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Bank of Singapore seeks an Investment Analyst to work with Investment Advisors and support Relationship Managers in managing client portfolios. The role involves assisting with portfolio proposals, reviews and reporting decks, and supporting trade execution and lifecycle management.

You will provide premium investment advisory to Private Banking clients, build robust portfolios, and align strategies with clients’ risk profiles within the bank’s house view.

Qualifications

• At least 2 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.
• Ability to thrive in a fast-paced environment with empathy and resilience.

Responsibilities

• Assist with portfolio proposals, reviews and reporting decks.
• Facilitate trade execution and manage the trade lifecycle including pricing, quotations, orders and execution.
• Provide timely trade confirmations and ensure portfolio margins accuracy.

Skills

Portfolio management

Relationship management

Interpersonal skills

Analytical thinking

Communication skills

Job description

Bank of Singapore seeks an Investment Analyst to work with Investment Advisors and support Relationship Managers in managing client portfolios. The role involves assisting with portfolio proposals, reviews and reporting decks, and supporting trade execution and lifecycle management.

You will provide premium investment advisory to Private Banking clients, build robust portfolios, and align strategies with clients’ risk profiles within the bank’s house view.