VP, Treasures Private Client Investment Counsellor
1 day ago
Job Description - VP, Treasures Private Client Investment Counsellor S) Job Description VP, Treasures Private Client Investment Counsellor - ( S ) 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 offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA Assist bankers and assistant RMs to serve sophisticated client 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 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. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading financial institution based in Hong Kong seeks a VP, Treasures Private Client Investment Counsellor to provide investment strategies and advisory to high-net-worth clients. The ideal candidate will have a degree in finance or business along with a CFA certification and extensive experience in financial institutions. You will manage client...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeVP, Treasures Private Clients Investment Counsellor S) 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...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading Asian bank in Hong Kong is seeking a VP/AVP, Treasures Investment Counsellor. This role involves leading sales performance, developing strategies, and ensuring customer satisfaction while ensuring compliance with regulations. The ideal candidate must have at least 5 years of experience in financial institutions and strong knowledge of investment...
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VP, Private Wealth Investment Strategist
1 day ago
Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeA premier financial institute in Hong Kong is looking for a VP, Treasures Private Clients Investment Counsellor. You will provide tailored investment strategies, lead discussions to enhance portfolio performance, and build long-term client relationships. The ideal candidate has a strong background in financial products and at least 6 years of experience in...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - AVP/VP, Treasures Private Client Relationship Manager ) AVP/VP, Treasures Private Client Relationship Manager - ) 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...
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VP/ AVP, Treasures Investment Counsellor
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Hong Kong Island, Hong Kong SAR China DBS Full timeVP/ AVP, Treasures Investment Counsellor (Licensed B) 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...
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Director, Investment Counsellor
3 days ago
Hong Kong Island, Hong Kong SAR China Perennial HR Full timeDirector, Investment Counsellor - Private Banking Job Description: Our client is a well-established and rapidly growing financial institution based in Hong Kong, renowned for its excellence in the banking sector. This esteemed client is a leading player in the Asian market, known for its comprehensive range of financial services and commitment to delivering...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - AVP/VP, Client Service Manager, Treasures Private Client, Private Banking AH) 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...
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Hong Kong Island, Hong Kong SAR China Perennial HR Full timeA leading financial institution in Hong Kong is seeking an experienced Director, Investment Counsellor for their Private Banking division. The role involves offering investment advice to high-net-worth clients and requires deep knowledge of financial markets and investment strategies. Candidates should have a Bachelor's degree in related fields and proven...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking BW) SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking - ( BW ) 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...
