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Treasures Private Client Investment Counsellor

2 months ago


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

Business Function

DBS Private Banking offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors works closely with clients to identify opportunities in various asset classes and develop customized investment strategies to achieve their financial goals.

Responsibilities

  • Develop and implement investment strategies for private wealth clients and family offices, leveraging expertise in stocks, fixed income, derivatives, and precious metal trading.
  • Collaborate with clients to deliver multi-asset ideas and maximize portfolio performance, aligning with their objectives and risk profiles.
  • Provide investment advisory, planning, and execution services to clients, focusing on maximizing returns on assets.
  • Support bankers and assistant relationship managers in serving sophisticated clients, staying up-to-date on market trends and new product developments.
  • Build long-term relationships with high net worth individuals, driving revenue growth and expanding the client base.

Requirements

  • Degree in Finance, Business, or related fields, with a Chartered Financial Analyst (CFA) designation preferred.
  • Minimum 6-10 years of experience in financial institutions, 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.
  • Qualified to carry out investment regulated activities.
  • Strong business acumen, with ability to analyze and interpret business and financial data.
  • Excellent communication, interpersonal, and leadership skills.

What We Offer

DBS Bank provides a competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic environment that values employee achievements.