Job-Id: 48230
Private Banking – Investment Strategist (Singapore)
BDO Unibank
- Industry Type
- Sales, Consulting
- Functional Area
- IT, Finance Industry Sales, Consulting
- Nationality
- Any
- Keywords
- Investment Strategy Formulation Portfolio Management Client Advisory Services Risk Profile Analysis
Job Description
BDO Unibank is looking for a Private Banking Investment Strategist in Singapore. The role involves creating investment strategies and portfolio solutions for private banking clients. The candidate will provide investment advice and work closely with Partner Relationship Managers during client meetings.
- Position
- Private Banking – Investment Strategist (Singapore)
- Company
- BDO Unibank
- Location
- Singapore, Singapore
- Industry
- Sales, Consulting
- Experience
- 1 to 20 years
Responsibilities
- Formulate investment strategies and portfolio solutions for private banking clients.
- Provide investment advisory services aligned with client objectives and risk profiles.
- Collaborate with Partner Relationship Managers during client meetings.
Show the original advert
The role of a Relationship Manager (RM) involves formulating investment strategies and portfolio solutions for private banking clients. The successful candidate will provide investment advisory services to these clients, ensuring that the strategies are aligned with their objectives and risk profiles. Collaboration with Partner Relationship Managers is essential during client meetings.
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