Investment Strategist - Singapore - BDO UNIBANK, INC. (SINGAPORE BRANCH)

BDO UNIBANK, INC. (SINGAPORE BRANCH)

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

**Job Mandate
Regulated Activity Business

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

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.
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.