SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking
2 days ago
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. We are seeking a dynamic and experienced professional to join our Discretionary Portfolio Management (DPM) Team in Hong Kong. The incumbent will collaborate with private bankers to drive AUM growth through promoting mandate solutions. Responsibilities Collaborate with Private Banking / Treasures Private Client Front Office (including RMs and Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions Work with a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck Help handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries Requirements Minimum 5 to 8 years of relevant work experience in marketing Managed Investment solutions to UHNW and institutional clients Experience in asset management, portfolio management, research or securities trading an added advantage In-depth knowledge of investment market, equities, bonds, mutual funds and private asset funds Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales Excellent spoken and written communication skills in English, Mandarin and Cantonese A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage Ability to travel on business trips as and when required 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 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...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in Hong Kong is looking for an experienced professional for the role of SVP/VP, Specialist in Discretionary Portfolio Management. This position involves collaborating with private bankers to market managed investment solutions and drive asset under management (AUM) growth. The ideal candidate should have 5-8 years in marketing investment...
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Discretionary Portfolio Management
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary Portfolio Management & Product Specialist, Global Private Bank Diversified Financial Markets & Portfolio Mgmt Dynamic UHNW & Family Office Clients Exposure Our Client Our European Private banking client is looking for a well qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeVP/SVP, Specialist, Alternatives Product Sales, Private Banking (Managed Solution) L) 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...
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SVP of Private Banking Portfolio Management
2 weeks ago
Hong Kong, 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...
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Discretionary Portfolio
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading private banking institution in Hong Kong is seeking a Discretionary Portfolio Management & Product Specialist. The successful candidate will manage client portfolios, create marketing materials, and coordinate the promotion of products across Asia. With a focus on client communication and investment strategies, this role requires strong experience...
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Head of Sales, Private Banking
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Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary Mandate Client Portfolio Dir/ED, Global Private Bank Profound Institutional Clients and Family Office Exposure Our Client Representing the most admired wealth management and private banking group to search for well qualified Mandate Advisor to be part of the Regional Portfolio Management Team! Job Duties Contribute to the growth, penetration...
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Private Banking Sales Leader
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Hong Kong Island, Hong Kong SAR China Private Banking Full timeA prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...
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Senior Credit Advisor
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeSenior Credit Advisor (SVP), Private Bank Global Industry Leader in Private Banking Structured Credit Advisory & Approval Our Client Most sustainable Global European Private Bank with credit rating of Aa2 and total AUM of USD 290 Billion is search for Senior Credit Advisor (SVP). Job Duties As part of the senior member of the regional credit advisory and...
