Associate / Analyst, Assistant Investment Counsellor, Private Banking, Consumer Banking Group

Utah State Extension; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A leading bank in Asia seeks to enrich its client-facing team with a motivated individual who excels in banking solutions and financial markets. This position entails nurturing client relationships, providing comprehensive portfolio management support, and optimizing service delivery through effective communication and collaboration. Join a dynamic environment that fosters professional growth and rewards performance.

Benefits

Competitive salary

Dynamic environment

Professional development opportunities

Recognition of achievements

Qualifications

• Basic banking and operational knowledge required.
• Understanding of risk management, credit, and compliance is essential.
• Good understanding of financial and investment markets.

Responsibilities

• Develop and enhance relationships with clients based on their needs.
• Provide support in managing and monitoring clients' portfolios.
• Compile investment recommendations to address client needs.

Skills

Analytical thinking

Communication

Problem-solving

Interpersonal skills

Knowledge of financial markets

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

• 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 (e.g. streamline the team's processes in terms of back-ups and risk management)

Requirements

• Knowledge of modern banking solutions and system architecture.
• Basic banking and operational knowledge.
• Knowledge of risk management, credit, operations, finance, compliance and controls
• Good understanding of financial and investment markets
• Computer skills like Excel macro is a plus
• Team player with good communication and interpersonal skills
• Good interpersonal & communication skills.
• Ability to think analytically and problem solving across multiple dimensions.

Apply Now

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