Investment Counselor—Offshore Wealth Advisor

DBS

Singapore

On-site

SGD 120,000 - 170,000

Full time

14 days+

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Job summary

DBS Treasures Offshore in Singapore seeks an AVP, Treasures Investment Counsellor to serve high-net-worth clients with holistic wealth solutions. You will advise across assets, prepare tailored proposals, and partner with relationship managers to deliver market insights and personalized strategies.

The role emphasizes regulatory compliance, client-focused service, and collaboration within a dynamic, fast-paced environment.

Qualifications

Degree holder with at least 5 years in financial services.
Solid knowledge of banking and investment products and procedures.
Strong understanding of financial market trends across funds, equities, currencies, and fixed income.
Knowledge of regulatory requirements and multicultural considerations.
Excellent presentation skills and service orientation.

Responsibilities

Be the resident expert in wealth products and solutions for client risk appetite and needs across Portfolio Advisory, Asset Allocation, Unit Trusts, FX, Fixed Income, Equities, Alternatives and Derivatives.
Prepare investment proposals aligned with clients’ asset allocation targets and objectives.
Create and manage bespoke wealth solutions and portfolios for Accredited Investors.
Join calls with Treasures Relationship Managers to provide a holistic investment view including allocation, solutions and market outlook.
Collaborate with Treasures Relationship Managers and Desk Head to achieve/exceed sales and revenue targets.
Ensure compliance with regulatory framework and internal audit/security requirements.