Client Trade Specialist, Private Banking

DBS Bank Ltd; Hong Kong; On-site; HKD 420,000 - 720,000; Full time

Job summary

DBS Bank Ltd in Hong Kong is seeking a Product Sales professional within Private Banking to execute client investment transactions across asset classes and coordinate with Front Office for timely execution. You will manage end-to-end trade workflows, price checks, and regulatory compliance while communicating product features and risks to clients.

The role also involves assisting Investment Solutions Advisors with research, proposals, and marketing materials, and supporting follow-up activities

Qualifications

• Degree holder in Finance, Business or related discipline.
• Good understanding of and keen interest in financial and investment markets.
• Team player with good communication and interpersonal skills.
• Strong attention to detail and ability to manage multiple time-sensitive requests in a fast-paced environment.
• Ability to speak Business Chinese will be an advantage for Mandarin-speaking stakeholders and clients.

Responsibilities

• Execute client investment transactions accurately and efficiently across different asset classes.
• Coordinate closely with Front Office to ensure timely and precise execution of client instructions.
• Manage end-to-end trade execution workflows, including pricing, pre-trade checks, voice logging, and trade execution, while adhering to regulatory and internal control requirements.
• Communicate key product features, risks, and execution-related information to clients in accordance with approved communication standards.
• Assist Investment Solutions Advisors with research, proposals, marketing materials, and follow-up activities with ICs, RMs and clients under their guidance.
• Support ad hoc tasks, projects, and initiatives as assigned.

Skills

Communication skills

Team player

Interpersonal skills

Attention to detail

Education

Degree in Finance/Business or related discipline

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

• Execute client investment transactions accurately and efficiently across different asset classes.
• Coordinate closely with Front Office to ensure timely and precise execution of client instructions.
• Manage end-to-end trade execution workflows, including pricing, pre-trade checks, voice logging, and trade execution, while ensuring adherence to regulatory and internal control requirements.
• Communicate key product features, risks, and execution-related information to clients where required, in accordance with approved communication standards.
• As the role develops, assist Investment Solutions Advisors with research, proposals, marketing materials, and follow-up activities with ICs, RMs and clients under their guidance.
• Support ad hoc tasks, projects, and initiatives as assigned.

Requirements

• Degree holder in Finance, Business or related discipline
• Good understanding of and keen in financial and investment markets
• Team player with good communication and interpersonal skills
• Strong attention to detail, with the ability to manage multiple time-sensitive requests in a fast-paced environment
• Ability to speak Business Chinese will be an advantage to manage communication with Mandarin-speaking stakeholders and clients effectively
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

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:

One Island East

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time