Investment Advisor (Private Banking)

Location: BOS Singapore

Company

hirify.global is a private bank within the OCBC Group, serving private banking clients through its global network.

What you will do

• Formulate investment strategies aligned with clients’ strategic asset allocations, objectives, and risk profiles.
• Partner with Relationship Managers on client meetings, investment proposals, portfolio reviews, and investment communication.
• Work with product specialists and the CIO team to develop portfolio solutions across discretionary and advisory mandates.
• Generate, execute, monitor, and follow up on trading ideas across cash products, derivative structures, funds, and alternatives.
• Track market products, propose new solutions, and support the promotion of ideas approved by the Product Council.
• Maintain adherence to internal and external regulations and policies.

Requirements

• At least 3 years of experience in the financial industry in an investment advisory position.
• Bachelor’s degree in Finance, Business, Economics, or Banking.
• Strong knowledge of investment products across asset classes.
• Strong interpersonal, communication, analytical, and strategic thinking skills.
• Ability to collaborate across departments and understand team interdependencies.
• Ability to perform effectively in a fast-paced environment while remaining adaptable, empathetic, passionate, and resilient.

Nice to have

• CFA and CACS certification.
• Future-oriented mindset with an interest in innovation and adapting to change.

Culture & Benefits

• Open, collaborative, and fair working culture.
• Professional and personal development programmes.
• Attractive remuneration and non-financial benefits.
• Development opportunities across OCBC Group’s global network of subsidiaries and offices.