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7 дней назад

Investment Analyst (Private Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Singapore
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investment Analyst (Private Banking): Supporting Investment Advisors and Relationship Managers in managing private banking client portfolios with an accent on portfolio proposals, trade execution, structured products, and advisory strategies. Focus on tracking complex trades, developing investment strategy materials, coordinating CIO and IA collaboration, and aligning portfolios with client objectives and risk profiles.

Location: BOS Singapore; onsite

Company

hirify.global is a private bank within the OCBC Group, serving clients through investment advisory, portfolio management, and global banking capabilities.

What you will do

  • Support Investment Advisors and Relationship Managers in managing private banking client portfolios.
  • Prepare portfolio proposals, portfolio reviews, reporting decks, business analytics, and Investment Advisory strategy materials.
  • Facilitate the full trade life cycle, including price discovery, quotations, order taking, execution, confirmations, margin accuracy, and trade fixing information.
  • Monitor complex trades such as structured products and derivative knockouts, provide client updates, and support seamless relationship management.
  • Disseminate house views, product ideas, market updates, and product information to Relationship Managers, Financial Intermediaries, and clients.
  • Work with the Chief Investment Office team to build robust portfolios and formulate advisory and discretionary investment strategies aligned with client objectives, strategic asset allocation, risk profiles, and the bank's house view.

Requirements

  • At least 2 years of experience in the financial industry in an investment advisory position.
  • Strong knowledge of investment products across asset classes.
  • Strong interpersonal and communication skills.
  • Strong analytical and strategic thinking skills.
  • Future-oriented mindset with the ability to innovate and adapt to change.
  • Strong understanding of team interdependencies and the ability to collaborate effectively across departments.
  • Ability to thrive in a fast-paced environment while remaining empathetic, passionate, and resilient.

Culture & Benefits

  • Culture focused on openness, teamwork, and fairness.
  • Professional and personal development programmes.
  • Attractive remuneration and non-financial benefits.
  • Development opportunities within OCBC Group's global network of subsidiaries and offices.

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