Private Banking: Assistant Investment Counselor

DBS Bank Ltd; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

DBS Bank Ltd. Private Banking is seeking a Product Support professional to assist Investment Counsellors and the sales team in delivering tailored wealth management solutions in Asia.

You will gather market insights, prepare proposals, and coordinate meetings to align clients’ objectives with appropriate asset allocations. The role requires strong communication, a solid understanding of financial markets, and the ability to work with Mandarin-speaking stakeholders.

Qualifications

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

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

Financial markets knowledge

Team player

Communication skills

Business Chinese (Mandarin)

Education

Degree in Finance, Business or related discipline

Job description

DBS Bank Ltd. Private Banking is seeking a Product Support professional to assist Investment Counsellors and the sales team in delivering tailored wealth management solutions in Asia.

You will gather market insights, prepare proposals, and coordinate meetings to align clients’ objectives with appropriate asset allocations. The role requires strong communication, a solid understanding of financial markets, and the ability to work with Mandarin-speaking stakeholders.