SVP/ VP, Investment Counsellor, Private Banking, Consumer Banking Group
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. Responsiblities
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 relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients Assist Relationship Managers to review and monitor clients' portfolios and develop appropriate investment strategies Actively service a portfolio of assigned clients with revenue budgets jointly agreed with the relationship managers Ensure risk ratings of products sold to clients are suited for their risk profiles Ensure audit trail and maintain records of clients communication & comply with documentation requirements Perform regulated activities and 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
- Preferably 10 years of portfolio management experience in financial institutions
- Good understanding of financial and investment markets
- Analytical mind and sensitive to financial market trends
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.