VP, Treasures Private Client Investment Counsellor at DBS Bank

Job Description:

Latest job information from DBS Bank for the position of VP, Treasures Private Client Investment Counsellor. If the VP, Treasures Private Client Investment Counsellor vacancy in Hong Kong matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at DBS Bank for the position of VP, Treasures Private Client Investment Counsellor below matches your qualifications.

Job Description - VP, Treasures Private Client Investment Counsellor (2400008S)

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 investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view.
• Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client’s portfolio performance consistent with the client’s objective and risk profile.
• Act as a point of contact by offering investment advisory, planning and execution of investment strategies to clients and maximizing the ROA.
• Assist bankers and assistant RMs to serve sophisticated clients and keep abreast of financial markets latest trend and new products development.
• Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division.

Requirements

• Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation.
• Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products.
• Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products.
• Qualified to carry out Investment regulated activities.
• Strong business acumen, able to analyze and interpret business and financial data.
• Excellent communication, interpersonal and leadership skills.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

We regret only shortlisted candidates will be notified.

Hong Kong-The Center

Mar 19, 2025, 2:04:01 AM

Job Info:

• Company: DBS Bank
• Position: VP, Treasures Private Client Investment Counsellor
• Work Location: Hong Kong
• Country: HK

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information VP, Treasures Private Client Investment Counsellor at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.