Investment Analyst

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Bank of Singapore opens doors to new opportunities.!

Primary Responsibility

• The primary role of the Investment Analyst is to work with the Investment Advisors to support the Relationship Managers in managing client portfolios.

What you do

• Assisting with portfolio proposals, portfolio reviews, and preparation of reporting decks
• Facilitating trade execution and managing the entire trade life cycle, including price discovery, quotations, order taking, and execution
• Providing timely trade confirmations and ensuring accuracy in portfolio margins and trade fixing information
• Supporting business analytics and the development of IA strategy decks
• Coordinating weekly sales meetings with the IA and CIO teams to ensure alignment and effective communication
• Shadowing IAs on specific client relationships to ensure seamless service delivery and relationship management
• Monitoring and tracking complex trades, such as structured products and derivative knockouts, and updating clients accordingly
• Disseminate house views and product ideas to the RMs and FIMs, market updates and product information broadcasts to clients, thereby enhancing client engagement and satisfaction
• Ensure adherence to internal and external regulations and policies at all times
• Providing administrative support to IAs as assigned such as IA tagging, travel booking and expense claims, etc.)

Who you are

• At least 2 years in financial industry in an investment advisory position
• 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
• Possess of regulatory license is required. (HKSI Licensing Examination Paper 1, 7 & 8)
• Bachelor's degree in the fields of either Finance, Business, Economics or Banking

Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.

But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.