Product Specialist, Equity Premium Advisory (VP)

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!

IAS - EQ Premium Specialist
General Description

• We are looking for an enthusiastic and motivated team member, who thrives in a fast-paced environment, and is excited to make meaningful contributions to the Equity Premium team.

• The candidate, as an Equity Premium Advisor, will be responsible for the growth of Equities & Derivatives business through direct engagement with active Equity investing Clients of the Bank. 

• The role involves providing proactive tailored advisory solutions to such clientele with the objective to deepen the wallet-share and mind-share with our Clients. 

• The candidate must be a good team player, while he/she can work independently in managing daily client engagement. The ideal candidate should demonstrate a result-oriented mindset, measured through various growth metrics both qualitatively and quantitatively.

What Is Expected

• Direct Client coverage responsibilities, in partnership with Relationship Managers.

• Responsible for actively engaging such Clients, with a specific focus on equity related investments, including cash equities and derivatives.  To be successful in the role, the Advisor is expected to be able to effectively communicate relevant market information and actionable investment ideas to such Clients under coverage, taking care to ensure specific circumstances for every Clients (“know-your-client”).

• Premium Advisor functions in close collaboration/partnership with the broader Equity Advisory team in ensuring the best ideas (in line with the Bank’s research view), and thought-leadership are distributed to end-Clients. 

• Part of the responsibilities include execution of Client trades, and relevant follow-ups, as well as risk management on Clients’ positions, with the aim to optimize Client’s portfolio performance.  

• Premium Advisor has to ensure compliance on the rules of engagement, and also best execution policy, acting in the best interest of Clients.

• Also, as part of the long-term growth of the business, Premium Advisor is expected to maintain excellent working relationships with Front Office sales teams to actively cultivate a pipeline of potential Clients. This may involve participation in client meetings and also periodic sales meetings from time to time to market the Equities franchise.

• An effective Advisor is expected to be commercial with a keen focus on growing the business while making sure that Clients servicing needs and portfolio performance are always prioritized. 

Work Experience Requirements

• Candidate should possess at least 5-7 years of relevant Securities sales and execution experience in equities and derivatives for private banking.  Key attribute is to be able to generate and articulate actionable investment ideas to private bank clients.

• Candidate should demonstrate previous experience in managing active client engagement in an Advisory role

• Excellent communication & interpersonal skills required. 

Education Requirements

• Bachelor’s degree in any discipline.

• CFA qualification or equivalent an added plus

• Fluency in English is essential.  Fluency in Mandarin is preferred as this role may require liaisons with clients from Greater China.