Financial Portfolio Manager

1 week ago


Central And Western District, Hong Kong SAR China DBS Bank Full time
Job Overview

We are seeking an experienced professional to join our Private Banking team at DBS Bank as an Assistant Investment Counsellor. This role will involve assisting Investment Counsellors and the sales team in their marketing efforts, developing and enhancing relationships with clients, and providing support to ICs in managing and monitoring clients' portfolios.

Main Responsibilities
  • Support client engagement and relationship building initiatives
  • Conduct market research and provide insights on economic, finance, or investment matters
  • Coordinate marketing efforts and proposals tailored to clients' needs
  • Collaborate with Equity and FX Advisory desks on account tagging and MIS
  • Participate in other duties and projects assigned by the team
About the Role

This is an excellent opportunity for a motivated individual to work with a dynamic team and contribute to the success of our Private Banking business. As an Assistant Investment Counsellor, you will have the chance to develop your skills and expertise in investment services, build strong relationships with clients, and be part of a fast-paced and challenging environment.

Requirements
  • Degree holder in Finance, Business, or related field
  • Strong understanding of financial and investment markets
  • Excellent communication and interpersonal skills
  • Ability to speak Business Chinese (an advantage)


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