Overview

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 our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Primary Responsibility     

Investment Advisor (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. Based in Singapore, this role will be supporting the FIM desk.
 

What you do
Your day-to-day responsibilities will include:

  • Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

  • Communicate on-house views to the respective marketing teams and work with product specialists for specific support and training

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

  • Participate in product idea generation and solutions by: 

    • Keeping abreast of products in the market

    • Proposing new product ideas 

    • Promoting ideas approved and endorsed by the Product Council where applicable

    • Developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELN s, KODAs/DEKODAs, equity options, range accrual notes

  • Ensure adherence to internal and external regulations and policies at all times.

Qualifications

  • Bachelor’s degree in the fields of either Finance, Business, Economics or Banking

  • At least 3 – 5 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

  • Possess future oriented mindset, strive to innovate and adapt to changes

  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments

  • Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient

  • Preferably CFA and CACS certified

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About Bank of Singapore Limited

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.