VP, Treasures Private Client Investment Counsellor
4 days ago
Job Description - VP, Treasures Private Client Investment Counsellor (2400008S)
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 investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view.
- Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client's portfolio performance consistent with the client's objective and risk profile.
- Act as a point of contact by offering investment advisory, planning and execution of investment strategies to clients and maximizing the ROA.
- Assist bankers and assistant RMs to serve sophisticated clients and keep abreast of financial markets latest trend and new products development.
- Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division.
Requirements
- Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation.
- Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products.
- Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products.
- Qualified to carry out Investment regulated activities.
- Strong business acumen, able to analyze and interpret business and financial data.
- Excellent communication, interpersonal and leadership skills.
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
We regret only shortlisted candidates will be notified.
Primary LocationHong Kong-The Center
Job PostingMar 19, 2025, 2:04:01 AM
#J-18808-Ljbffr-
Treasures Investment Counsellor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the RoleThe VP/AVP, Treasures Investment Counsellor role at DBS Bank offers a unique opportunity to leverage your expertise in investment sales management and support to drive sales performance and provide exceptional customer experiences.Main Responsibilities:Lead and manage a team of sales staff to achieve sales targets and deliver exceptional...
-
Assistant Investment Counsellor, Private Banking
3 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Description - Assistant Investment Counsellor, Private Banking (WD73121)Job DescriptionAssistant Investment Counsellor, Private Banking - ( WD73121 )Business FunctionDBS' 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,...
-
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064)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...
-
VP/ AVP, Treasures Investment Counsellor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - VP/ AVP, Treasures Investment Counsellor (WD73331) Business Function 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,...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064) 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...
-
Treasures Investment Counsellor
4 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Description - Treasures Investment Counsellor (WD72899)Business FunctionAs 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,...
-
Treasures Private Client Relationship Manager
29 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Treasures Private Client Relationship ManagerAbout the Role:We are seeking a highly motivated and experienced professional to join our team as a Treasures Private Client Relationship Manager.The successful candidate will be responsible for driving business growth through promoting a full range of wealth management products and services to...
-
Hong Kong Island, Hong Kong SAR China Amethyst Partners Full timeVP Investment, Special Situations Investment FundOur client is an alternative investment firm that invests in companies that have substantial potential for value realization and recovery. They adopt situations investment strategies and focus on emerging technologies sectors. As the business continues to grow, they are looking for a VP Investment, and the...
-
Hong Kong, Central and Western District, Hong Kong SAR China Amethyst Partners Full timeVP Investment, Special Situations Investment Fund Our client is an alternative investment firm that invests in companies that have substantial potential for value realization and recovery. They adopt situations investment strategies and focus on emerging technologies sectors. As the business continues to grow, they are looking for a VP Investment, and the...
-
Assistant Treasurer with Investment Focus
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full timeAssistant Treasurer with Investment Focus - Opportunity at ConnectedGroupSalary: Attractive compensation package with year-end bonus potentialWe are looking for an experienced Assistant Treasurer with a focus on investments to join our team at ConnectedGroup and contribute to the success of our treasury and investment functions.Core Responsibilities:Drive...
-
Investment Counselling Team Head
4 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeSome careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
VP (Investment)
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness 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...
-
VP/AVP, Customer Acquisition
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Title: VP/AVP, Customer Acquisition & Proposition, Treasures (WD72701)Business Function: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,...
-
Investment Sales Lead
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout the JobWe are seeking a highly motivated and experienced Treasures Investment Counsellor to join our team at DBS Bank. As a key member of our sales management team, you will be responsible for leading and driving sales performance, as well as providing exceptional customer experiences.Key Responsibilities:Leverage your expertise in investment sales...
-
VP of Investment
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Levin Human Resources Development Limited Full timeWe are looking for a highly skilled and experienced VP of Investment to join our team at Levin Human Resources Development Limited. As a key member of our leadership team, you will be responsible for identifying investment opportunities and developing strategies to drive growth and profitability.You will work closely with our finance and sales teams to...
-
Investment Planning Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China AXA Investment Managers Full timeWe are seeking a highly motivated and experienced Wealth Management Manager to join our team at AXA Investment Managers. As a Wealth Management Manager, you will be responsible for developing and implementing financial plans that align with the unique needs and goals of each client.You will work closely with clients to understand their financial objectives,...
-
Private Client Advisor
4 days ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeCompany OverviewDBS Bank's Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized 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...
-
VP, Specialist, FX Advisory, Private Banking
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - VP, Specialist, FX Advisory, Private Banking (2500003E) 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...
-
Couples Counsellor
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Maple Tree Counselling Full timeCompany DescriptionMaple Tree Counselling is a boutique counselling and therapy practice offering a safe, empathetic space for individuals to explore life's challenges and opportunities to grow and heal. The practice operates in Hong Kong, Melbourne, and Central Victoria, and also offers online therapy via video call. Maple Tree Counselling provides...
-
Couples Counsellor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Maple Tree Counselling Full timeCompany Description Maple Tree Counselling is a boutique counselling and therapy practice offering a safe, empathetic space for individuals to explore life's challenges and opportunities to grow and heal. The practice operates in Hong Kong, Melbourne, and Central Victoria, and also offers online therapy via video call. Maple Tree Counselling provides...