SVP, PB Investment Counsellor (Licensed)

China, Beijing Branch; Hong Kong; Vor Ort; HKD 900.000 - 1.300.000; Vollzeit

Zusammenfassung

DBS Private Banking is seeking a Product Sales professional in Hong Kong to provide investment advisory and strategy to high-net-worth clients. You will drive multi-asset ideas and execute investment strategies aligned with client objectives and risk profiles.

You will build long-term relationships with HNW individuals, collaborate with bankers and RMs, and stay ahead of market trends and product developments while delivering ROA growth.

Qualifikationen

• Degree in Finance, Business or related disciplines; CFA preferred.
• 6–10 years of experience in financial institutions selling and marketing financial products.
• Strong knowledge of private banking investment products: equities, fixed income, managed solutions, FX, structured products.
• Qualified to carry out investment regulated activities.
• Strong business acumen with ability to analyze and interpret financial data.
• Excellent communication, interpersonal and leadership skills.

Aufgaben

• Provide investment strategy, hedging & trading advisory to private wealth clients across asset classes.
• Lead discussions with clients to deliver multi-asset ideas and optimize portfolio performance.
• Advise on investment strategies and maximize ROA.
• Assist bankers and RMs in serving sophisticated clients and tracking market trends.
• Build long-term relationships with HNW individuals to generate revenue and expand client base.

Kenntnisse

Communication skills

Leadership

Financial analysis

Ausbildung

Finance degree

CFA designation

Jobbeschreibung

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

• Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view
• Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client?s portfolio performance consistent with the client?s objective and risk profile
• Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA
• Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development
• Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division

Requirements

• Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation
• Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products
• Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products
• Qualified to carry out Investment regulated activities
• Strong business acumen, able to analyze and interpret business and financial data
• Excellent communication, interpersonal and leadership skills
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location

The Center

Job

Product Sales

Schedule

Regular

Employee Status

Full time