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Private Banking – Investment Strategist (Singapore)

BDO Unibank

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placeSingapore home_workOn-site labelAccounting & Finance Jobs publicAggregated job · SG

eventPublished on Sep 24, 2026 · verifiedWe confirmed on Sep 27, 2026 that it's still live

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About the job

The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.

Responsibilities

Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile. Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews. Initiate product id…

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