DBS Bank

Regional bank offering digital banking

Senior Vice President PB Investment Counsellor

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A degree in Finance, Business, or a related discipline is required.
At least 6–10 years of experience in financial institutions specializing in sales and marketing of financial products is required.
Strong knowledge of private banking investment products, including equities, fixed income, managed solutions, foreign exchange, and structured products, is required.
The candidate must be qualified to carry out investment-regulated activities.
The candidate must be able to analyze and interpret business and financial data.
The candidate must have strong business acumen.
The candidate must have excellent communication, interpersonal, and leadership skills.

Responsibilities

Provide investment strategy, hedging, and trading advice to private wealth clients and family offices across asset classes, including stocks, fixed income, derivatives, precious metal trading, foreign exchange options, notes, and structured products, based on the Chief Investment Office’s strategic view.
Lead client discussions, effectively deliver multi-asset ideas, and maximize portfolio performance in line with each client’s objectives and risk profile.
Serve as a point of contact by providing investment advice and planning and executing investment strategies for clients, while maximizing return on assets.
Assist bankers and assistant relationship managers in serving sophisticated clients, and keep abreast of financial-market trends and new-product developments.
Build proactive, long-term relationships with high-net-worth individuals by generating and sustaining revenue growth and broadening the private wealth division’s client base.

Desired Qualifications

A Chartered Financial Analyst designation is preferred.

Business Function

DBS? Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client?s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

- Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view

- Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client?s portfolio performance consistent with the client?s objective and risk profile

- Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA

- Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development

- Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division

Requirements

- Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation

- Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products

- Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products

- Qualified to carry out Investment regulated activities

- Strong business acumen, able to analyze and interpret business and financial data

- Excellent communication, interpersonal and leadership skills

- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location:

The Center

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size: 10,001+
Company stage: IPO
Headquarters: Singapore, Singapore
Founded: 1968

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