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DBS Bank

Regional bank offering digital banking

Vice President PB Investment Counsellor

Wealth Management & Financial AdvisoryUpdated on Nov 12
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • Hold a degree in Finance, Business, or a related discipline.
  • Have strong knowledge of private banking investment products, including equities, fixed income, managed solutions, foreign exchange, and structured products.
  • Be qualified to carry out investment-regulated activities.
  • Demonstrate strong business acumen and the ability to analyze and interpret business and financial data.
  • Have strong 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 metals trading, foreign exchange options, notes, and structured products, based on the Chief Investment Office's strategic view.
  • Lead client discussions, effectively present multi-asset ideas, and maximize client portfolio performance in line with client objectives and risk profiles.
  • Serve as a point of contact by providing investment advisory, planning, and execution of investment strategies to clients, and maximize 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, generate and sustain revenue growth, and broaden the private wealth division's client base.

Desired Qualifications

  • A Chartered Financial Analyst designation is preferred.

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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