Investment Counsellor Associate — Private Banking

DBS Bank Ltd; Hong Kong; Presencial; HKD 600 000 - 1 000 000; Tempo integral

Resumo da oferta

DBS Bank Ltd. in Hong Kong seeks a Product Support professional to assist Investment Counsellors and the sales team by delivering marketing materials and product information.

You will develop client relationships, coordinate marketing efforts with product desks, and support ICs in portfolio monitoring and proposal preparation that aligns with clients’ investment objectives and risk profiles. You will collaborate with product teams, gather market insights, and participate in projects to enhance

Qualificações

• Degree in Finance/Business or related field.
• Good understanding of financial and investment markets.
• Strong communication and interpersonal skills.
• Ability to communicate Business Chinese preferred for Mandarin-speaking stakeholders.

Responsabilidades

• Assist Investment Counsellors and sales team with marketing materials.
• Develop and enhance client relationships through understanding of needs and objectives.
• Coordinate marketing efforts for ICs with product desk.
• Support ICs in managing and monitoring client portfolios.
• Gather information on economic, finance or investment matters for ICs.

Conhecimentos

Financial markets knowledge

Communication skills

Team player

Mandarin Chinese (business)

Formação académica

Bachelor's degree in Finance or Business

Descrição da oferta de emprego

DBS Bank Ltd. in Hong Kong seeks a Product Support professional to assist Investment Counsellors and the sales team by delivering marketing materials and product information.

You will develop client relationships, coordinate marketing efforts with product desks, and support ICs in portfolio monitoring and proposal preparation that aligns with clients’ investment objectives and risk profiles. You will collaborate with product teams, gather market insights, and participate in projects to enhance