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Private Banking Advisor

1 week ago

Hong Kong Island, Hong Kong SAR China DBS Bank Full time
About the Role
As a Financial Services Coordinator, you will play a vital role in supporting our Investment Counsellors and sales team in their marketing efforts. This involves providing clients with relevant marketing and product materials to help them make informed investment decisions.

In this role, you will develop and enhance relationships with clients by gaining a thorough understanding of their requirements and objectives. You will also liaise and coordinate marketing efforts for Investment Counsellors with the product desk, ensuring that our clients receive timely and effective support.

You will provide support to the Investment Counsellors in managing and monitoring clients' portfolios, gathering information on economic, finance, or investment matters for use by the ICs. Additionally, you will compile recommendation lists from various product teams to address client needs and prepare proposals that suit clients' target strategic asset allocation and reflect their investment objectives and risk profiles.

This is an exciting opportunity to work in a dynamic environment where you will be able to grow professionally and achieve your goals. Our team is dedicated to delivering exceptional service to our clients, and we are looking for someone who shares our values and commitment to excellence.

Key Responsibilities:
  • Assist Investment Counsellors and sales team in marketing efforts
  • Develop and enhance client relationships through deep understanding of client needs and objectives
  • Liaise and coordinate marketing efforts with product desk
  • Provide support to ICs in portfolio management and monitoring
  • Gather information on economic, finance, or investment matters for ICs
  • Compile recommendation lists from product teams to address client needs
  • Prepare proposals tailored to clients' target strategic asset allocation and investment objectives