Private Banking Investment Counsel Assistant – Greater China

DBS; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Asia is seeking a Senior Associate/Associate for the Private Banking team. The role involves preparing investment proposals, assisting Investment Counsellors in client relationship management, and providing portfolio support. Candidates must possess knowledge of banking solutions and the Greater China market, along with strong communication skills. This position offers a dynamic environment to leverage financial expertise and support client needs in investment management.

Qualifications

• Basic banking and operational knowledge.
• Knowledge of risk management, credit, operations, finance, compliance and controls.
• Experience and knowledge of Greater China market.

Responsibilities

• Prepare investment proposals for clients.
• Assist Investment Counsellors in developing relationships.
• Provide support in managing clients’ portfolios.
• Compile recommendation lists from product teams.

Skills

Knowledge of modern banking solutions

Good understanding of financial and investment markets

Team player with good communication skills

Ability to think analytically and problem solving

Education

CACS Certifications 1 & 2

Tools

Excel macro

Job description

A leading bank in Asia is seeking a Senior Associate/Associate for the Private Banking team. The role involves preparing investment proposals, assisting Investment Counsellors in client relationship management, and providing portfolio support. Candidates must possess knowledge of banking solutions and the Greater China market, along with strong communication skills. This position offers a dynamic environment to leverage financial expertise and support client needs in investment management.