Investment Counsellor Assistant
3 weeks ago
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet our customers' evolving needs.
Key Responsibilities
- Develop investment proposals that align with clients' strategic asset allocation and reflect their investment objectives and risk profiles.
- Collaborate with investment counsellors to build and maintain strong relationships with clients through a deep understanding of their requirements and goals.
- Liaise with product teams to coordinate marketing efforts and provide support to investment counsellors in managing and monitoring clients' portfolios.
- Gather information on economic, financial, and investment matters to support investment counsellors in their decision-making.
- Compile recommendations from product teams to address client needs and coordinate meeting and training schedules for investment counsellors.
- Participate in other duties and projects assigned, such as process improvements and risk management initiatives.
Requirements
- Knowledge of modern banking solutions and system architecture.
- Basic banking and operational knowledge.
- Understanding of risk management, credit, operations, finance, compliance, and controls.
- Good understanding of financial and investment markets.
- Computer skills, including Excel macro, are a plus.
- Strong communication and interpersonal skills, with the ability to think analytically and solve problems across multiple dimensions.
What We Offer
We provide a competitive salary and benefits package, as well as a dynamic work environment that supports your development and recognizes your achievements.
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