About this role
Formulate investment strategies and provide premium advisory to Private Banking clients to meet their risk profiles and objectives. Partner with Relationship Managers to articulate investment ideas and conduct portfolio reviews for the Greater China Desk.
Requires at least 8 years of experience in investment advisory within the financial industry and strong knowledge of multi-asset class products. Proficiency in Chinese is mandatory for interacting with clients in the Greater China region.
What they're looking for
Investment AdvisoryPortfolio ManagementStrategic Asset AllocationProduct Idea GenerationCash EquitiesBondsForeign ExchangeStructured Products
Frequently asked questions
What does a Investment Advisor, Greater China (VP/ED) at OCBC do?
Formulate investment strategies and provide premium advisory to Private Banking clients to meet their risk profiles and objectives. Partner with Relationship Managers to articulate investment ideas and conduct portfolio reviews for the Greater China Desk. Requires at least 8 years of experience in i…
What skills does this Investment Advisor, Greater China (VP/ED) role need?
Key skills for this role include Investment Advisory, Portfolio Management, Strategic Asset Allocation, Product Idea Generation, Cash Equities, Bonds.
How much does a Investment Advisor, Greater China (VP/ED) at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Investment Advisor, Greater China (VP/ED) role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Investment Advisor, Greater China (VP/ED) role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.