Analyst / Associate, Assistant Investment Counsellor, Treasures Private Client, Consumer Banking Group
- Singapore Singapore Singapore SG
- Permanent, Full time
- DBS Bank Limited
- 19 Mar 18 2018-03-19
See job description for details
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business â€" they were made just right for you.
- Provide assistance to the investment counselors in their marketing efforts
- Provide support to the IC in managing and monitoring clientsâ€™ 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 clientsâ€™ target strategic asset allocation and reflect his or her investment objective and risk profile\
- Liaise and coordinate marketing efforts with IC and product desk
- Coordinate meeting and training schedules for the ICs
- Participate in other duties and projects assigned
- Bachelors Degree with good understanding of bank and regulatory requirements
- Possess knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures
- Meticulous and a good team player
- Excellent communication and interpersonal skills
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.