Senior Associate, Assistant Investment Counsellor, Private Banking

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

Senior Associate / Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Group (Greater China) (WD80129)

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

• Prepare investment proposals that suit clients’ target strategic asset allocation and reflect his or her investment objective and risk profile.
• Assist Investment Counsellors (ICs) in developing and enhancing 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.
• Coordinate meeting and training schedules for the ICs
• Participate in other duties and projects assigned (e.g. streamline the team’s processes in terms of back‑ups and risk management, MIS etc)

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
• Ability to think analytically and problem solving across multiple dimensions.
• Possess CACS Certifications 1 & 2
• For this particular role, specific focus will be to cover the Greater China market. One is expected to have knowledge and experience in that region.