Senior Associate/Associate, Assistant Investment Counsellor, Private Banking

DBS Bank Ltd; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial markets knowledge

Communication skills

Team player

Mandarin Chinese (business)

Education

Bachelor's degree in Finance or Business

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

• 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

Requirements

• 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
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Location:

The Center

Job:

Product Support

Schedule:

Regular