VP/SVP, Specialist, FX Advisory, Private Banking

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

Job summary

DBS Bank (Hong Kong) Limited is seeking an experienced FX Investment Counselor (FX IC) to engage relationship managers and clients with actionable FX solutions aligned to investment objectives and risk appetite.

The role requires at least 6 years of FX sales experience, a university degree (finance/investment preferred), and RI registration. You will collaborate with RMs and product providers, stay informed on FX market developments, and ensure compliance with SFO and HKMA rules.

Qualifications

• 6+ years of FX sales experience in FX industry or similar role in a financial institution.
• University degree; preferred qualification in Finance or Investment fields.
• Registered RI (SFO Type 1 & 4 or 1, 4 & 9 as required).
• Good understanding of FX industry, regulatory and business needs.
• Strong communication and interpersonal skills; able to work in a team.
• Proficiency with standard platforms and analytical tools such as Reuters, Bloomberg; familiarity with computer software.

Responsibilities

• Provide professional advisory and execute FX related services to high net worth clients through RMs to increase activity and profitability.
• Collaborate with RMs and division resources to achieve profitability and growth goals.
• Advise clients on risk management of positions with a disciplined and proactive approach.
• Coordinate with product providers to introduce new products and enhance services.
• Provide updates on FX market developments and product innovation at investment meetings.

Skills

FX sales experience

Regulatory knowledge

Communication skills

Teamwork

Portfolio management understanding

FX product analysis

Education

University degree

Finance or Investment qualification (preferred)

Tools

Reuters

Bloomberg

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.

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.

We regret only shortlisted candidates will be notified.

Location: The Center

Job: Product Sales

Schedule: Regular

Employee Status: Full time

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

More Job Information

Job Function

• 銀行 · 金融服務 - 私人銀行服務

Employment Term

• 全職

Education

• 學士