AVP Private Banking Investment Support Specialist

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

DBS Bank (Hong Kong) Limited invites an AVP/Senior Associate, Assistant Investment Counsellor to join Private Banking in Hong Kong. The role supports Investment Counsellors and the sales team with marketing materials, and helps deepen client relationships by understanding needs and objectives.

You will coordinate marketing efforts with product desks, support ICs in portfolio monitoring, gather market information, prepare proposals, and schedule IC meetings and training.

Qualifications

• Degree holder in Finance, Business or related discipline.
• Strong understanding of financial and investment markets.
• Team player with good communication and interpersonal skills.
• Ability to speak Business Chinese will be an advantage for Mandarin-speaking stakeholders.

Responsibilities

• Assist Investment Counsellors and the sales team in their marketing efforts by providing clients with relevant marketing and product materials.
• Develop and enhance relationships with clients through a thorough understanding of their requirements and objectives.
• Liaise and coordinate marketing efforts for ICs with product desk.
• Provide support to the ICs in managing and monitoring clients’ portfolios.
• Gather information on economic, finance or investment matter for use by ICs.
• Compile recommendation list from the various product team to address client needs.
• Prepare proposals that suit clients’ target strategic asset allocation and reflect his or her investment objective and risk profile.
• Coordinate meeting and training schedules for the ICs.
• Support Equity and FX Advisory desks with appropriate account tagging and MIS.
• Participate in other duties and projects assigned.

Skills

Strong understanding of financial and

Team player with good communication

Interpersonal skills

Business Chinese communication

Education

Degree holder in Finance, Business or related discipline

Job description

DBS Bank (Hong Kong) Limited invites an AVP/Senior Associate, Assistant Investment Counsellor to join Private Banking in Hong Kong. The role supports Investment Counsellors and the sales team with marketing materials, and helps deepen client relationships by understanding needs and objectives.

You will coordinate marketing efforts with product desks, support ICs in portfolio monitoring, gather market information, prepare proposals, and schedule IC meetings and training.