Investment Advisory Associate - Private Banking

DBS Bank Ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

DBS Bank Ltd in Singapore invites applications for the Senior Associate/Associate, Assistant Investment Counsellor role in Private Banking, Consumer Banking Group.

You will prepare investment proposals aligned with clients’ asset allocation, assist Investment Counsellors, coordinate with product desks, and support portfolio monitoring.

The position requires solid knowledge of financial markets, risk and compliance, strong communication, and CACS Certifications 1 & 2.

Qualifications

• Knowledge of modern banking solutions and system architecture.
• Basic banking and operational knowledge.
• Knowledge of risk management, credit, operations, finance, compliance and controls.
• Strong understanding of financial and investment markets.
• Proficiency in Excel; macros is a plus.
• Excellent communication and interpersonal skills; able to think analytically.

Responsibilities

• Prepare investment proposals aligned with clients’ target asset allocation and investment objectives.
• Assist Investment Counsellors (ICs) in developing and enhancing client relationships.
• Liaise and coordinate marketing efforts for ICs with product desks.
• Provide support to ICs in managing and monitoring clients’ portfolios.
• Gather information on economic, finance or investment matters for ICs.
• Compile recommendation lists from various product teams to address client needs.
• Coordinate meeting and training schedules for the ICs.
• Participate in projects (e.g., streamline back-ups and risk management, MIS).

Skills

Banking knowledge

Analytical thinking

Investment markets

Communication skills

Excel macros

Education

CACS Certification 1 & 2

Tools

Excel macros

Job description

DBS Bank Ltd in Singapore invites applications for the Senior Associate/Associate, Assistant Investment Counsellor role in Private Banking, Consumer Banking Group.

You will prepare investment proposals aligned with clients’ asset allocation, assist Investment Counsellors, coordinate with product desks, and support portfolio monitoring.

The position requires solid knowledge of financial markets, risk and compliance, strong communication, and CACS Certifications 1 & 2.