Private Banking Investment Leader

2 months ago


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

About DBS Bank (Hong Kong) Limited

DBS Bank (Hong Kong) Limited is a leading financial institution that provides a comprehensive range of financial services to individuals, businesses, and institutions. With a strong presence in the region, we offer innovative solutions and expert advice to help our clients achieve their financial goals.

Salary Information

The base salary for this role is estimated to be around HKD 1,200,000 per annum, plus benefits and bonuses. The total compensation package is highly competitive and reflective of the market rate for a professional with extensive experience in financial markets.

Job Description

We are seeking a seasoned Private Banking Investment Leader to join our team in Hong Kong. As a key member of our Private Banking division, you will be responsible for providing expert investment advice to high net worth individuals and families, helping them to achieve their long-term financial goals.

Your key responsibilities will include:

  • Developing and implementing personalized investment strategies for clients, taking into account their unique financial objectives and risk tolerance.
  • Leading discussions with clients to identify investment opportunities and maximize portfolio performance.
  • Acting as a primary point of contact for clients, providing investment advisory services and executing investment strategies to achieve optimal results.
  • Collaborating with bankers and assistant relationship managers to serve sophisticated clients and stay abreast of the latest financial market trends and product developments.
  • Building and maintaining long-term relationships with high net worth individuals, generating and sustaining revenue growth while expanding the client base.

Requirements

To be successful in this role, you will need:

  • A degree in Finance, Business, or a related field, preferably with a Chartered Financial Analyst (CFA) designation.
  • A minimum of 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.
  • Qualification to carry out investment regulated activities.
  • Strong business acumen, able to analyze and interpret business and financial data.
  • Excellent communication, interpersonal, and leadership skills.

Benefits

We offer a dynamic and supportive work environment, a competitive salary and benefits package, and opportunities for professional growth and development. If you are a results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

What We Offer

DBS Bank (Hong Kong) Limited offers a comprehensive range of benefits and perks, including:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and life insurance.
  • Opportunities for professional growth and development through training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.

How to Apply

We regret that only shortlisted candidates will be notified. If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to us today.



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