INVESTMENT STRATEGIST

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

BDO UNIBANK, INC. (Singapore Branch) seeks an Investment Specialist to work closely with Relationship Managers in delivering tailored investment strategies and portfolio solutions for private banking clients. You will ensure compliance with regulations and stay ahead of market developments to provide informed recommendations.

The role involves collaborating with RMs during client meetings, presenting investment ideas, developing proposals, and conducting portfolio reviews to support client needs.

Responsibilities

• Develop investment strategies aligned with private banking clients’ objectives and risk profiles to deliver effective investment advisory.
• Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop proposals, and conduct portfolio reviews.
• Monitor and analyze market developments to initiate and generate relevant product ideas as a subject matter expert.
• Execute the end‑to‑end process of order taking and trade execution accurately to support client transactions.
• Ensure strict compliance with internal policies and external regulations to uphold company standards.
• Support business objectives by performing additional duties assigned by Company Management.

Job description

Job Summary

Work closely with Relationship Managers to deliver tailored investment strategies and portfolio solutions for private banking clients, ensuring compliance with regulations and market developments.

Responsibilities

• Develop investment strategies aligned with private banking clients’ objectives and risk profiles to deliver effective investment advisory.
• Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop proposals, and conduct portfolio reviews.
• Monitor and analyze market developments to initiate and generate relevant product ideas as a subject matter expert.
• Execute the end‑to‑end process of order taking and trade execution accurately to support client transactions.
• Ensure strict compliance with internal policies and external regulations to uphold company standards.
• Support business objectives by performing additional duties assigned by Company Management.