company-logo-image

SVP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group

ashley-avatar-image

AI-generated summary

beta

This job is about being a Senior Vice President, Investment Counsellor for high-net-worth clients in Asia at DBS Bank. You might like this job because you’ll provide personalized investment advice and strategies, helping clients achieve their financial dreams!

Undisclosed

Singapore-DBS Asia Central, Central

Job Description

 

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

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 relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients
  • Review and monitor clients’ portfolios and develop appropriate investment strategies, working in partnership with the Relationship Managers
  • Perform regulated activities and ensure full compliance with policies, standards, guidelines and procedures laid down by the Bank and regulatory authorities

Requirements

  • Degree holder in Finance, Business or related discipline. CFA qualification is an advantage.
  • Minimum 8 years of portfolio management experience for the High Net Worth wealth segment
  • Solid understanding of financial and investment markets
  • Analytical mind and sensitive to financial market trends

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.

 

 

-en

-en

 


Job Requirements


Company Benefits

Comprehensive Medical Benefits

We provide a variety of medical coverage for our employees.

Low Interest Rate Loans

We give low interest rates for our employees!

FlexiBenefits

We provide FlexiBenefits for our employees to ensure their work-life balance!


Additional Info

Experience Level

0 - 10 Years of Experience

Job Specialisation


Company Profile

DBS Bank-logo-image

DBS Bank

OUR ROOTS AS A DIFFERENT KIND OF BANK Born with a mission unlike any other, we were founded with a unique purpose to help develop a young nation. Since then, we've grown alongside Singapore to become Best Bank in the World. Be it our successes or war stories, the untold moments or widely-celebrated ones, or the bonds we've built within and beyond our bank — here, we aim to preserve these memories that capture who we...
Upload Resume