Senior Associate/Associate, Assistant Investment Counsellor, Private

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.

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