SVP, Investment Counsellor (Non Resident Indian Market), Treasures Private Client, Consumer Banking Group

Business Function DBS Treasures Private Client (TPC) 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 TPC in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Provide advisory and investment services in TPC to deliver professional and high value service to high net worth clients
• Jointly develop and maintain client relationships with Relationship Managers, and provide prompt market information,portfolio investment advice and execution services to Relationship Managers and clients
• Partner Relationship Managers to review and monitor clients' portfolios and develop appropriate investment strategies
• Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities Requirements
• Degree holder in Finance, Business or related discipline, with CFA preferred
• At least 5 years of relevant experience in wealth/ portfolio management
• Sound knowledge of private banking products and solutions as well as deep expertise of the Non Resident Indian markets.
• Solid understanding of financial and investment markets
• Analytical mind and sensitive to financial market trends
• Excellent communication and interpersonal skills to engage clients and Relationship Managers effectively Location: DBS Asia Central Job: Product Sales Schedule: Regular Employee Status: Full time