SVP, Investment Counsellor (North Asia Market) , Private Banking, Consumer Banking Group
About the role
Business Function
DBS Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client?s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities
Provide advisory and investment services in private banking to deliver professional and high value service to high net worth clients
Jointly develop and maintain client relationships with Relationship Managers, and provide prompt market information, portfolio investment advice and execution services to Relationship Managers and clients
Partner Relationship Managers to review and monitor clients' portfolios and develop appropriate investment strategies
Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities
Requirements
Degree holder in Finance, Business or related discipline, with CFA preferred
At least 5 years of relevant experience in wealth/ portfolio management
Sound knowledge of private banking products and solutions as well as deep expertise of the North Asia market.
Solid understanding of financial and investment markets
Analytical mind and sensitive to financial market trends
Excellent communication and interpersonal skills to engage clients and Relationship Managers effectively
Location:
DBS Asia Central
Job:
Product Sales
Schedule:
Regular
Employee Status:
Full time
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