Senior Associate/Associate, Assistant Investment Counsellor, Private Bankin at DBS Bank

Hong Kong Island, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Business, Investment Markets, Communication, Interpersonal Skills, Client Relationship Management, Portfolio Management, Economic Analysis, Proposal Preparation, Marketing Coordination, Team Collaboration, Training Coordination, Account Tagging, MIS Support, Wealth Management, Investment Solutions

Industry

Banking

Description

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 Assist Investment Counsellors and the sales team in their marketing efforts by providing clients with relevant marketing and product materials Develop and enhance relationships with clients through a thorough understanding of their requirements and objectives Liaise and coordinate marketing efforts for ICs with product desk Provide support to the ICs in managing and monitoring clients’ portfolios Gather information on economic, finance or investment matter for use by ICs. Compile recommendation list from the various product team to address client needs. Prepare proposals that suit clients’ target strategic asset allocation and reflect his or her investment objective and risk profile Coordinate meeting and training schedules for the ICs Support Equity and FX Advisory desks with appropriate account tagging and MIS Participate in other duties and projects assigned. Requirements Degree holder in Finance, Business or related discipline Good understanding of financial and investment markets Team player with good communication and interpersonal skills Ability to speak Business Chinese will be an advantage to manage communication with Mandarin-speaking stakeholders and clients effectively The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.

Responsibilities

Assist Investment Counsellors and the sales team in marketing efforts and develop client relationships. Support the management and monitoring of clients' portfolios and prepare tailored proposals.