ED, Investment Counsellor

4 days ago

Singapore DBS Bank Limited Full time
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 15 years of relevant experience in wealth/ portfolio management
  • Sound knowledge of private banking products and solutions as well as deep expertise of the Europe & Central Asia markets.
  • 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

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