Greater China: Investment Officer

  • Competitive
  • Singapore
  • Permanent, Full time
  • Bank of Singapore
  • 20 Sep 17

Greater China: Investment Officer

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!

Overview

Investment Counsellors (ICs) are investment specialists within a marketing team. The primary role of the IC is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

Main Duties

  • Assisting ICs to prepare proposals and pitch documents
  • Attend product meetings and sending out daily updates on investment ideas to RMs
  • Execution of simple vanilla trades (order taking for bond IPOs, FCNs, DCIs etc) (when ready)
  • Assisting ICs to handle smaller accounts (when ready)
  • Admin work/compilations, attending meetings and coordinating for the IC Team.
  • Organising Trainings
  • Any other duties of IC team as deemed necessary
Reporting To
Team Head, Investment Counsellor

Qualifications
  • Bachelor Degree and preferably have passed CFA Level 1 or 2
  • Must be willing to learn and have a positive work attitude
  • Working knowledge in Chinese, able to type in Chinese
  • Working knowledge in Excel, Powerpoint and Word
  • Working knowledge of Bloomberg preferred
  • Ability to program preferred