Investment Strategist

BDO Unibank; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

BDO Unibank is seeking an Investment Strategist to work with Relationship Managers in crafting investment strategies for Private Banking clients. You will translate client objectives and risk profiles into actionable portfolios and collaborate with RMs to present house views and proposals.

The ideal candidate has 7+ years in financial services, strong market knowledge across equities, fixed income, alternatives and currencies, and excellent communication and data-analysis skills.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or Banking.
• Minimum 7 years in financial industry in investment advisory.
• Strong knowledge of equities, fixed income, alternatives and currencies.
• Experience in Private Banking preferred.

Responsibilities

• Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.
• Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
• Initiate product idea generation as subject matter expert and keep abreast of developments in the market.
• Always ensure adherence to internal/external regulations and policies.
• Carry out any other duties as directed by Company Management.

Skills

Investment advisory

Bloomberg

Data analysis

Communication skills

Portfolio reviews

Education

Bachelor's degree in Finance

Tools

Bloomberg Terminal

Job description

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

Responsibilities:

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


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


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


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


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

Qualifications:

• Bachelor’s degree graduate either in Finance, Business, Economics or Banking


• At least 7 years in financial industry in an investment advisory or related position


• Strong knowledge of investment markets, products and strategies, including equities, fixed income, alternatives and currencies


• Proficient communication, organization, presentation and data analysis skills and Bloomberg.


• Prior experience in Private Banking preferably in an investment advisory position is preferred.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 29916

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