Investment Advisor, Greater China (Vice President/Executive Director) - Toa Payoh

apartmentBANK OF SINGAPORE LIMITED placeToa Payoh descriptionPermanent calendar_month10/4/25

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews
Participate in product idea generation and solutions by:

keeping abreast of products in the market
proposing new product ideas
promoting ideas approved and endorsed by the Product Council where applicable
developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes

Ensure adherence to internal and external regulations and policies at all times
Distribute Advisory Portfolio Management service and perform the role of Portfolio Manager, with relevant Fund Management license

Requirements

Bachelor’s degree in the fields of either Finance, Business, Economics or Banking
At least 5 years in financial industry in an investment advisory position
Preferably CFA, CAIA, or FRM and CACS certified
Strong knowledge of products across asset classes
Strong interpersonal and communications skills
Strong analytical and strategic thinking skills
Possess future oriented mindset, strive to innovate and adapt to changes
Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
Chinese proficiency is required as this role is required to deal with Chinese clients

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