Investment strategist - Geylang

placeGeylang scheduleFull-time calendar_month21/3/25

Job Mandate

Regulated Activity Business

To work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.

Duties and Responsibilities

Regulated Activity Business

Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.
Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
Initiate product idea generation as subject matter expert and keep breast of developments in the market.
Familiar with end-to-end process of order taking and trade execution.
Always ensure adherence to internal/external regulations and policies.
Carry out any other duties as directed by Company Management.

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Investment strategist - Bukit Merah

placeBukit Merah, 8 km from Geylang

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Director, Market Analysis - Geylang

apartmentPhillips 66placeGeylang

by providing oversight and guidance to the Market Analysts group. This support encompasses offering fundamental analysis direction to the analysts, as well as serving as the Strategist for Global Heavies Trading. The incumbent will lead the local team...