VP, Specialist, FX Advisory, Private Banking

DBS Bank Ltd; Hong Kong; Vor Ort; HKD 900.000 - 1.500.000; Vollzeit

Zusammenfassung

DBS Bank Ltd in Hong Kong is seeking an experienced FX Sales professional to engage relationship managers and high net worth clients with actionable FX solutions aligned to investment objectives and risk tolerance.

You will collaborate with product teams to introduce new FX offerings, stay updated on FX market trends, and ensure compliance with the SFO and HKMA. The role demands strong communication, teamwork, and portfolio insight.

Qualifikationen

• 6+ years of FX sales experience in FX industry or similar role in a financial institution.
• University degree; finance/investment qualification preferred.
• Registered RI (Type 1 & 4 or 1, 4 & 9 as required).
• Good understanding of FX regulatory and business needs.
• Strong communication and interpersonal skills.
• Teamwork spirit.
• Understanding portfolio management.
• Ability to analyze FX products and do product selections.
• Familiar with Reuters, Bloomberg and standard platforms/tools.

Aufgaben

• Provide FX advisory and execute FX services to high net worth clients through RMs.
• Collaborate with RMs and division resources to achieve profitability and growth.
• Advise on risk management of client positions.
• Coordinate with product providers to introduce new FX products.
• Provide updates on FX market developments to sales teams at meetings.
• Perform regulated activities as required under SFO (Type 1 & 4 or 1, 4, 9).
• Ensure compliance with HKMA requirements and Code of Conduct for SFC.

Kenntnisse

FX sales

Regulatory knowledge

Communication

Teamwork

Portfolio management

FX product analysis

Analytical tools

English & Mandarin

Ausbildung

University degree

Finance/investment qualification

Tools

Reuters

Bloomberg

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.

As a FX IC, you will be responsible of engaging relationship managers and clients to provide them with actionable FX solutions in accordance with client stated investment objectives and risk appetite.

Responsibilities

• To provide professional advisory and execute FX related services to high net worth clients through the RMs and to increase the Bank’s activity, market share and profitability
• To work with RMs and other resources of the Division to achieve the business objectives of profitability and business growth
• To adapt a disciplined and proactive approach to advising clients on risk management of their positions
• To coordinate with the product providers to introduce new products to enhance our services
• To provide update on latest developments of FX markets and product innovation to the sales teams at investment meetings on a regular basis.
• To perform regulated activities, type 1 & 4 or 1, 4, 9 (as required) specified under the Securities and Futures Ordinance (SFO)
• To comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC.

Requirements

• At least 6 years of relevant FX sales experience in FX Industry or a similar position in an established Financial Institution
• University degree, with preferred professional qualification in the Finance or Investment fields.
• Must be registered RI [Regulated Activities: Type 1 & 4 or 1, 4 & 9 (as required)]
• Good understanding of FX industry, i.e. regulatory, business need etc.
• Good communication and interpersonal skills
• With teamwork spirit
• Understand portfolio management
• Able to analyze FX product and do product selections
• Well verse with standard platforms and analytical tools used i.e. Reuters, Bloomberg,
• Familiar with standard computer software programs
• Good spoken and written English, Mandarin preferred
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Location

The Center

Job

Product Sales

Schedule

Regular