Senior Investment Advisor

BOS Hong Kong Until 8/21/2026 First posted March 18, 2026 Last posted April 3, 2026
Job description

Bank of Singapore opens doors to new opportunities.

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!

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

They shall support RMs primarily as follows:

  • Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

  • Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.

  • Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.  

  • Provide Advisory Portfolio Management Services

  • Collaborate with Investment Solutions Group to generate products solutions and:

​  i.        keep abreast of products in the market

  ii.        propose new product ideas 

iii. develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products and AIMS products.  

Who you are:

•    Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications
•    Hold Type 1 and Type 4 licenses (SFC)
•    At least 6-8 years in financial industry in an investment advisory position
•    Strong inter-personal and communications skills
•    Strong analytical and strategic thinking skills
•    Team player 
•    Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification 

About this role

Summary

Formulate investment strategies, manage client portfolios, collaborate on product solutions, support relationship managers.

Job title

Senior Investment Advisor

Experience level

6-8 years

Industry

finance

Location requirements

Hong Kong, no remote work

Salary

Not specified

Management role

No

Skills & keywords

Required skills

CFAType 1 licenseType 4 licenseanalytical skillscommunication

Preferred skills

HKIB ECF

Specializations

investment strategiesportfolio managementfinancial productsclient advising
Locations

Structured locations inferred from the posting.

Hong Kong

On-site City