DBS Bank

Regional bank offering digital banking

VP Investment Strategist

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

At least 10 years of experience in fund management, private banking, or investment research, with sound industry knowledge and fluent writing skills.
At least 5 years of front-office and client-facing experience in banking or the financial industry.
At least 5 years of related experience with financial products such as equities, fixed income, or mutual funds.
Excellent communication, portfolio management, and verbal and written presentation skills.
Strong analytical, numeracy, and innovation capabilities.
Fluency in spoken and written Chinese.
Knowledge of investment and wealth management.
Global economic awareness and technical skills in product prospectuses across different financial products.
Knowledge of financial markets.
A graduate qualification in Commerce, Finance, Economics, or a relevant discipline.
Compliance with physical and information security standards.

Responsibilities

Formulate investment strategies for Private Banking and Treasures Private Client customers in compliance with external regulations and internal requirements.
Communicate the Chief Investment Officer's investment strategy to frontline teams and clients.
Contribute thematic ideas and macroeconomic strategy.
Produce regular update reports for Private Banking and Treasures Private Client front-office teams and stakeholders.
Present regular updates on markets and Chief Investment Officer views to Private Banking and Treasures Private Client relationship managers.
Contribute ad hoc feature articles to media platforms.
Oversee translation and repurposing of Chief Investment Officer materials, including Daily Snapshot, CIO Perspective, CIO Insight, and other publications, into Traditional Chinese.
Attend client meetings with Greater China front-office relationship managers and investment consultants to communicate Chief Investment Officer house views and support DBS Wealth Management business directions.
Contribute macroeconomic investment views and generate new investment ideas and themes.
Monitor and analyze customer investment portfolio structures through wealth management studies, assess risks in a fast-changing economic environment, and provide strategic alternatives and market commentary to help customers make informed investment decisions.
Bridge overall economic trends, based on in-house views and market consensus, with business opportunities to formulate strategies for investment and insurance products.
Complete the job objectives and principal responsibilities.

Desired Qualifications

Postgraduate qualification or CFP, CFA, or FRM qualification is an added advantage.

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Objective:

To formulate investment strategies for Private Banking (PB) / Treasures Private Client (TPC) customers with compliance of all external regulations and internal requirements
Express CIO investment strategy to front line teams and clients
Contribute to generation of thematic ideas, macro strategy

Principal Responsibilities

Produce regular update report to PB/TPC front office teams and stake holders
Present regular update on market and CIO views to PB/TPC RMs
Contribute ad hoc feature articles to media platforms
Oversee the translation and repurposing of CIO materials (Daily Snapshot, CIO Perspective, CIO Insight, other CIO publications) into Traditional Chinese
Attend client meetings with Greater China front office RMs/ICs to express CIO house views, support the business directions of DBS Wealth Management
Contribution of macro investment views, generation of new investment ideas and themes

Key Accountabilities

Fulfill and complete the job objectives and principal responsibilities.
To monitor and analyze the structure of customer investment portfolios via wealth management studies and distinguish the risk of the fast-changing economic environment for providing strategic alternatives to the bank and market commentary for customers to make informed investment decision.
To bridge between the overall economic trends based on in-house views and market consensus and business opportunities to formulate investment strategies for investment and/or insurance products.
Compliance of own self with physical and information security standards.

Relevant Experience

10 years or more of experience in fund management/private banking/investment research with sound industry knowledge and fluent writing skills.
At least 5 years of front office and client facing experience in banking/ financial industry.
At least 5 years related experience in different financial products, e.g. Equity, Fixed Income, or Mutual Fund

Requirement:

Functional Competencies

Excellent communication, portfolio management and verbal and written presentation skills
Highly analytical, numerate and innovative
Fluency in spoken and written Chinese
Good interpersonal and presentation skills

Technical Competencies

Investment and wealth management knowledge
Global economic sense and technical skill in product prospectus in different financial products
Knowledge of the financial markets
Presentation skills

Education and Professional Qualification

Graduate in Commerce/ Finance/ Economics, or relevant disciplines.
Postgraduate or qualification of CFP/ CFA / FRM is an added advantage

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.

Location:

The Center

Job:

Research

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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