Senior Associate/Associate, Assistant Investment Counsellor, Private Banking

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 800,000 - 1,100,000; Full time

Job summary

DBS Bank (Hong Kong) Limited, Private Banking, is seeking a Senior Associate/Associate, Assistant Investment Counsellor to assist Investment Counsellors and drive client engagement. The role focuses on supporting marketing efforts, understanding client requirements, and coordinating with product desks to deliver tailored investment insights.

The position emphasizes relationship development, portfolio monitoring, and collaboration with ICs to prepare proposals aligned with client objectives and

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.
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme.

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

Team player

Communication skills

Mandarin advantage

Education

Finance/Business degree

Job description

Senior Associate/Associate, Assistant Investment Counsellor, Private Banking

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

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