Treasures Private Client Investment Counsellor

DBS Bank Ltd; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

DBS Bank Ltd. Private Banking division seeks an experienced Product Sales professional to provide investment strategy and advisory services to high-net-worth clients and family offices in Hong Kong.

The role focuses on multi-asset ideas, portfolio performance, and close collaboration with bankers to grow revenue while maintaining rigorous risk controls and client satisfaction.

Qualifications

• Degree holder in Finance or related field; CFA preferred.
• 6-10 years of experience in financial institutions focusing on sales/marketing of financial products.
• Strong knowledge of private banking investment products incl. equities, fixed income, managed solutions, FX and 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.

Responsibilities

• Provide investment strategy, hedging & trading advisory to private wealth clients and family office across asset classes.
• Lead client discussions to deliver multi-asset ideas and maximize portfolio performance.
• Act as contact for investment advisory, planning and execution of strategies to maximize ROA.
• Support bankers and RMs to serve sophisticated clients and stay updated on markets.
• Build long-term relationships with HNW clients and grow revenue.

Skills

Client advisory

Financial analysis

Communication

Leadership

Risk awareness

Education

Finance degree

CFA designation

Tools

PB investment products

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

• 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