Treasures Private Client Investment Counsellor
5 days ago
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 provides expert guidance on investment strategies, hedging, and trading to help clients achieve their financial goals.
Responsibilities
- Develop and implement customized investment plans for private wealth clients and family offices, leveraging expertise in various asset classes, including stocks, fixed income, derivatives, and precious metals.
- Lead client discussions, focusing on delivering multi-asset ideas and maximizing portfolio performance in line with clients' objectives and risk profiles.
- Act as a key point of contact, providing investment advisory, planning, and execution of investment strategies to clients, with a focus on maximizing returns on assets.
- Collaborate with bankers and assistant relationship managers to serve sophisticated clients, staying up-to-date on the latest market trends and new product developments.
- Build long-term relationships with high net worth individuals, driving revenue growth and expanding the client base within the private wealth division.
Requirements
- Hold a degree in Finance, Business, or a related field, 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 the ability to analyze and interpret business and financial data.
- Excellent communication, interpersonal, and leadership skills.
What We Offer
DBS Private Banking provides a competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic environment that values innovation and excellence.
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