Senior Investment Advisor

2 days ago


Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time

Join to apply for the Senior Investment Advisor role at Bank of Singapore, Asia's Global Private Bank . 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 programmes that develop them professionally and personally. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to grow within OCBC Group’s global network. If you have passion, drive, and the will to succeed, rise to the challenge today Investment Advisors (IAs) are specialists within a marketing team, primarily responsible for formulating investment strategies and collaborating with Relationship Managers to manage client portfolios. They shall support RMs primarily as follows: Meet and provide premium investment advisory to HNW clients, formulating strategies aligned with their target assets and risk profiles. Relay the house view within marketing teams and coordinate with product specialists for support or training. Work with RMs on investment ideas, create proposals, and conduct portfolio reviews. Provide Advisory Portfolio Management Services. Collaborate with Investment Solutions Group to generate product solutions, keep abreast of market products, propose new ideas, and develop trading strategies related to cash equities, bonds, FX, structured products, and AIMS products. Who you are: A well-recognized university degree, preferably with CFA or relevant postgraduate qualifications. Holders of Type 1 and Type 4 licenses (SFC). At least 6-8 years of experience in financial industry in an investment advisory role. Strong interpersonal, communication, analytical, and strategic thinking skills. A team player. Preferably with HKIB ECF professional qualification. Seniority level Not Applicable Employment type Full-time Job function Finance and Sales Referrals can double your chances of interviewing at Bank of Singapore, Asia's Global Private Bank. Get notified about new Senior Investment Advisor jobs in Hong Kong SAR . #J-18808-Ljbffr


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