Private Banking Trade Execution Specialist

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

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