Strategic Investment Advisor Opportunity

8 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore Full time

Main Duties:

  • Support Relationship Managers in delivering premium investment advisory services to high net worth clients, formulating tailored investment strategies that align with clients' target asset allocation and risk profiles.
  • Communicate the bank's market view to marketing teams and collaborate with product specialists for support or training needs.
  • Collaborate with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals, and conduct portfolio reviews.
  • Partner with Product Management Group to develop innovative product solutions.
  • Maintain market knowledge of products and propose new product ideas.
  • Analyze and monitor trading ideas related to cash equities, bonds, FX, and structured products under ELNs, KODAs/DEKODAs, equity options, and range accrual notes.

Working Experience and Requirement:

  • A minimum of 6-8 years of experience in a financial institution, preferably in an investment advisory role.
  • Excellent interpersonal and communication skills.
  • Strong analytical and strategic thinking abilities.
  • Team player with strong collaboration skills.

Education Requirements:

  • A well-recognized university degree, preferably with a CFA or other relevant postgraduate qualifications.

About the Role:

This is an exciting opportunity to join our team as a Senior Investment Advisor. The successful candidate will have a proven track record in delivering high-quality investment advisory services to high net worth clients.

Key Responsibilities:

• Provide investment advisory services to high net worth clients

• Collaborate with Relationship Managers on investment ideas and strategies

• Communicate the bank's market view to marketing teams

• Develop and maintain market knowledge of products

• Analyze and monitor trading ideas related to various financial instruments

Requirements:

• A minimum of 6-8 years of experience in a financial institution

• Excellent interpersonal and communication skills

• Strong analytical and strategic thinking abilities

• Team player with strong collaboration skills

• A well-recognized university degree, preferably with a CFA or other relevant postgraduate qualifications

Estimated Salary: SGD 120,000 - SGD 180,000 per annum



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