Private Banking Investment Strategist – Singapore

About the role

The Investment Strategist will partner closely with Relationship Managers to design and deliver tailored investment strategies for private banking clients in Singapore. This senior position requires deep market knowledge and the ability to translate house views into actionable portfolio solutions.

Key responsibilities

• Provide investment advisory services to private banking clients, aligning strategies with their objectives and risk profiles.
• Collaborate with Relationship Managers during client meetings to present investment ideas, create proposals, and conduct portfolio reviews.
• Generate product ideas as a subject‑matter expert and stay up‑to‑date with market developments.
• Ensure strict compliance with internal and external regulations and policies.
• Perform any additional duties assigned by company management.

Required profile

• Bachelor’s degree in Finance, Business, Economics or Banking.
• Minimum 7 years of experience in the financial industry, preferably in investment advisory or private banking.
• Strong knowledge of equities, fixed income, alternatives, currencies and related investment strategies.
• Excellent communication, organization, presentation and data analysis abilities.
• Proven ability to work collaboratively with Relationship Managers and senior stakeholders.

Required skills

• Bloomberg terminal proficiency.