Senior Investment Counsellor

10 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

Company Overview:

">DBS Bank (Hong Kong) Limited is a leading financial institution dedicated to providing high-quality banking services to its clients. Our Private Banking division offers a one-stop solution for total banking requirements, catering to the unique needs of our discerning clients.

Skill Enhancement:

">
  • We are seeking an experienced Senior Investment Counsellor to join our team in Hong Kong.
  • The successful candidate will provide investment strategy and hedging advisory to private wealth clients and family offices on various asset classes, including stocks, fixed income, derivatives, precious metal trading, FX options, notes, and structured products.
  • The role requires effective communication and interpersonal skills to deliver multi-asset ideas and maximize client portfolio performance consistent with their objectives and risk profiles.
  • You will work closely with clients to understand their needs and preferences, offering tailored investment solutions to achieve their financial goals.
  • In addition to your technical expertise, you should possess strong business acumen, analytical skills, and the ability to interpret complex data.

About You:

">
  • A degree holder in Finance, Business, or related disciplines is required, preferably with a Chartered Financial Analyst (CFA) designation.
  • You should have at least 6-10 years of experience in the financial industry, specializing in sales and marketing of financial products.
  • Strong knowledge of Private Banking investment products, including equities, fixed income, managed solutions, FX, and structured products, is essential.
  • You must be qualified to carry out investment regulated activities.
  • Excellent communication, leadership, and interpersonal skills are necessary to build and maintain long-term relationships with clients and colleagues alike.

Benefits:

">At DBS Bank (Hong Kong) Limited, we offer a competitive salary and benefits package, along with opportunities for professional growth and recognition of individual achievements.

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