Jobs

    investment strategist - Singapore - BDO UNIBANK, INC. (SINGAPORE BRANCH)

    BDO UNIBANK, INC. (SINGAPORE BRANCH)
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    Description
    Roles & Responsibilities

    Job Scope

    Specialized Financial Operations

    To collaborate closely with Relationship Managers (RMs) in developing investment strategies and portfolio solutions for private banking clients.

    Key Responsibilities

    Specialized Financial Operations

    • Provide expert investment advice to Private Banking clients, tailoring strategies to their goals and risk tolerance.
    • Support Relationship Managers during client engagements by communicating market perspectives, proposing investment opportunities, developing proposals, and performing portfolio assessments.
    • Drive the generation of innovative product ideas and stay updated on market trends.
    • Demonstrate proficiency in the complete order placement and trade execution process.
    • Maintain strict compliance with internal and external regulations and policies.
    • Execute any additional tasks as assigned by the Company Leadership.
    Showcase Your Skills

    Wealth Management
    Outstanding Communication Abilities
    Expertise in Investment Advisory
    Strategic Investment Planning
    Organizing Skills
    Portfolio Management
    Client Counseling
    Private Banking Services
    Conflict Resolution Proficiency
    Written Correspondence Skills
    Financial Analysis and Modeling
    Effective Communication
    Property Market Knowledge
    Managing Schedules


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