Supports investment advisors and relationship managers in managing private banking client portfolios. Responsibilities include preparing portfolio proposals and reviews, facilitating trade execution and confirmations, monitoring complex trades, developing strategy and analytics decks, disseminating market and product updates, coordinating advisory teams, and ensuring regulatory compliance. Provides investment advisory and portfolio management support aligned with client objectives, risk profiles, strategic asset allocations, and the bank’s house view.
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
- The primary role of the Investment Analyst is to work with the Investment Advisors to support the Relationship Managers in managing client portfolios.
Main duties
- Assisting with portfolio proposals, portfolio reviews, and preparation of reporting decks
- Facilitating trade execution and managing the entire trade life cycle, including price discovery, quotations, order taking, and execution
- Providing timely trade confirmations and ensuring accuracy in portfolio margins and trade fixing information
- Supporting business analytics and the development of IA strategy decks
- Coordinating weekly sales meetings with the IA and CIO teams to ensure alignment and effective communication
- Shadowing IAs on specific client relationships to ensure seamless service delivery and relationship management
- Monitoring and tracking complex trades, such as structured products and derivative knockouts, and updating clients accordingly
- Disseminate house views and product ideas to the RMs and FIMs, market updates and product information broadcasts to clients, thereby enhancing client engagement and satisfaction
- Ensure adherence to internal and external regulations and policies at all times
- Work with the CIO team to help clients build robust portfolios to achieve their long-term objectives across discretionary and advisory solutions
- Provide premium investment advisory (including advisory portfolio management services) to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile within the framework of the banks house view.
- At least 2 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
OCBC Bank Singapore, Singapore, SGP Office
Singapore, Singapore
OCBC Bank Singapore Office
Singapore
OCBC Bank Singapore Office
Singapore
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