Job description
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