Investment Advisor (Finance)

TL;DR

Investment Advisor (Finance): Formulating investment strategies and managing client portfolios for the Greater China Desk with an accent on strategic asset allocation and risk profiling. Focus on partnering with Relationship Managers to articulate investment ideas and developing trading strategies for equities, bonds, and FX.

Location: Onsite in Singapore

Company

hirify.global is Asia’s Global Private Bank and part of the OCBC Group network.

What you will do

• Provide premium investment advisory and formulate strategies aligned with client target strategic asset allocation and risk profiles.
• Communicate house views to marketing teams and collaborate with product specialists for support and training.
• Partner with Relationship Managers in client meetings to articulate investment concepts and conduct portfolio reviews.
• Participate in product idea generation and propose new solutions to the Product Council.
• Develop and monitor trading ideas for cash equities, bonds, FX, and structured products (ELNs, KODAs/DEKODAs, etc.).
• Ensure strict adherence to all internal and external regulations and policies.

Requirements

• At least 8 years of experience in the financial industry within an investment advisory position.
• Strong knowledge of products across various asset classes.
• Chinese proficiency is required as the role involves working with Chinese clients.
• Strong analytical, strategic thinking, and interpersonal communication skills.
• Ability to thrive and remain resilient in a fast-paced environment.

Culture & Benefits

• Culture promoting openness, teamwork, and fairness.
• Investment in people through professional and personal development programs.
• Attractive remuneration packages.
• Opportunities to develop potential within the OCBC Group’s global network of offices.