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Private Banking – Investment Strategist (Singapore)

BDO Unibank

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placeSingapore home_work现场 labelAccounting & Finance Jobs public聚合职位 · SG

event发布于 2026年9月24日 · verified我们于 2026年10月05日 确认该职位仍然有效

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职位介绍

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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