Investment Manager for High Net Worth Clients

2 weeks ago


Singapore DBS Bank Full time

Role Summary

As a senior investment counselor in the wealth segment, we seek an experienced professional to provide high-quality investment services to high net worth clients. The successful candidate will have a strong understanding of financial and investment markets, with a solid analytical mind and ability to develop appropriate investment strategies.

Key Responsibilities

  • Provide professional investment advice and execution services to clients
  • Jointly develop and maintain client relationships with relationship managers
  • Review and monitor clients' portfolios and develop suitable investment strategies
  • 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 in the high net worth wealth segment
  • Solid understanding of financial and investment markets
  • Analytical mind and sensitivity to financial market trends

Our Offer

We offer 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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