Product Specialist - Premium Equity Advisor (Associate Director/Director)

Bank of Singapore
Singapore, Singapore
24 Jan 2022
31 Jan 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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!

Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore as a Product Specialist - Premium Equity Advisor ! !

  • We are looking for an enthusiastic and motivated team member, who thrives in a fast-paced environment, and is excited to make meaningful contributions to the Equity Advisory team.
  • The candidate, as a Premium Equity Advisor, will be responsible for the growth of Equities & Derivatives business through direct engagement with the most important Equity investing clients of the Bank.
  • The role involves providing proactive tailored advisory solutions to such clientele with the objective to deepen the wallet-share and mind-share with our clients.
  • The candidate should be a self-starter with entrepreneurial mindset in managing daily client engagement. The ideal candidate should demonstrate a result-oriented mindset, measured through various growth metrics both quantitatively and quantitatively.

Premium Equity Role (External Client Coverage)
  • Direct Client coverage responsibilities, in partnership with Relationship Managers.
  • Responsible for actively engaging such Clients, with a specific focus on actively providing advice on equity related investments. To be successful in the role, the Advisor is expected to be able to effectively communicate relevant market information and actionable investment ideas to such Clients under coverage, taking care to ensure specific circumstances for every Clients ("know-your-client").
  • Premium Advisor functions in close collaboration/partnership with the broader Equity Advisory team in ensuring the best ideas (in line with the Bank's research view), and thought-leadership are distributed to end-Clients.
  • Part of the responsibilities include execution of Client trades, and relevant follow-ups, as well as risk management on Clients' positions, with the aim to optimize Client's portfolio performance.
  • Premium Advisor has to ensure compliance on the rules of engagement, and also best execution policy, acting in the best interest of Clients.
  • Also, as part of the long-term growth of the business, Premium Advisor is expected to maintain excellent working relationships with Front Office sales teams to actively cultivate a pipeline of potential Clients. This may involve participation in client meetings and also periodic sales meetings from time to time to market the Equities franchise.
  • An effective Advisor is expected to be commercial with a keen focus on growing the business while making sure that Clients servicing needs and portfolio performance are always prioritized.

  • Bachelor's degree in any discipline.
  • Candidate should possess at least 10 years of relevant Securities sales experience in sell-side or buy-side institution. Key attribute is to be able to clearly rationalize an actionable investment idea.
  • Candidate must demonstrate previous experience in managing active client engagement in an Advisory role (not just Execution, which is more of a passive role).
  • Excellent communication & interpersonal skills required.
  • CFA qualification or equivalent an added plus
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