Investment Advisor (Fintech)

TL;DR

Investment Advisor (Fintech): Formulating investment strategies and managing client portfolios for Private Banking clients with an accent on asset allocation, product idea generation, and cross-functional collaboration with Relationship Managers. Focus on providing premium advisory, analyzing complex financial instruments, and ensuring adherence to regulatory frameworks.

Location: Onsite in Singapore

Company

hirify.global is a premier private bank providing wealth management solutions as part of the OCBC Group's global network.

What you will do

• Formulate and execute investment strategies tailored to client risk profiles and strategic asset allocation objectives.
• Collaborate with Relationship Managers to articulate investment ideas and conduct comprehensive portfolio reviews for high-net-worth clients.
• Develop and monitor trading ideas across cash equities, bonds, FX, and complex structured products.
• Participate in the product idea generation process and support the promotion of endorsed solutions.
• Communicate in-house market views to marketing teams and provide product-specific training.
• Ensure constant adherence to all internal policies and external financial regulations.

Requirements

• At least 8 years of professional experience in an investment advisory role within the financial industry.
• Comprehensive knowledge of various asset classes and financial product structures.
• Strong interpersonal and communication skills for high-level client engagement.
• Advanced analytical and strategic thinking capabilities.
• Future-oriented mindset with the ability to adapt to changing market conditions.

Culture & Benefits

• Attractive remuneration packages including financial and non-financial benefits.
• Opportunities for professional development and career advancement within the OCBC Group.
• Collaborative work environment focused on teamwork, fairness, and transparency.
• Access to a global network of offices and international career opportunities.