Investment Advisor (Greater China)

TL;DR

Investment Advisor (Greater China): Formulating investment strategies and managing client portfolios for the Greater China Desk with an accent on asset allocation and cross-asset product solutions. Focus on driving portfolio performance, articulating complex investment ideas to high-net-worth clients, and collaborating with Relationship Managers to meet financial objectives.

Location: Must be based in Singapore

Company

hirify.global is Asia’s global private bank, providing wealth management solutions and fostering a culture of teamwork, fairness, and professional development within the OCBC Group.

What you will do

• Provide premium investment advisory to private banking clients and align strategies with target asset allocations.
• Partner with Relationship Managers to conduct client meetings, create investment proposals, and perform portfolio reviews.
• Develop and monitor trading ideas for cash equities, bonds, FX, and structured products like ELNs, KODAs, and equity options.
• Communicate house views to marketing teams and collaborate with product specialists for training and support.
• Participate in product idea generation and promote solutions endorsed by the Product Council.
• Ensure strict adherence to all internal and external regulations and policies.

Requirements

• At least 8 years of experience in an investment advisory position within the financial industry.
• Strong knowledge of diverse asset classes and product types.
• Fluency in Chinese is required due to the focus on Greater China clients.
• Strong analytical, strategic thinking, and communication skills.
• Ability to collaborate effectively across departments and thrive in a fast-paced environment.
• Resilient mindset with a focus on innovation and adapting to market changes.

Culture & Benefits

• Exposure to a global network of subsidiaries and offices under the OCBC Group.
• Professional and personal development through structured internal programmes.
• Inclusive culture focused on openness, teamwork, and fairness.
• Competitive remuneration packages with additional non-financial benefits.
• Opportunity to work in a high-impact role within a premier private banking institution.