Investment Strategist
External
Bdo Unibank (singapore Branch) · Plus, SingaporeS$180K–S$240K/yrFull-timeUnknown5d ago
Compliance
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Responsibilities
- Develop investment strategies aligned with private banking clients' objectives and risk profiles to deliver effective advisory solutions
- Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop proposals, and conduct portfolio reviews
- Monitor and analyze market developments to initiate and generate innovative product ideas as a subject matter expert
- Manage the end-to-end process of order taking and trade execution to ensure accurate and timely transactions
- Ensure strict compliance with internal policies and external regulations to uphold company standards
- Support business objectives by performing additional duties as assigned by Company Management
Additional Information
Job Summary Work closely with Relationship Managers to deliver tailored investment strategies and portfolio solutions for private banking clients, ensuring compliance with regulations and market developments.
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