SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group

DBS; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

A leading financial institution in Singapore is looking for a Senior Vice President or Vice President as an Investment Counsellor focused on the Greater China Market. The successful candidate will provide high-quality advisory and investment services to high net worth clients, develop strong relationships with Relationship Managers, and ensure compliance with banking regulations. Ideal candidates should possess a degree in Finance or Business, hold a CFA, and have 10-15 years of experience in wealth management. Strong analytical and communication skills are essential.

Qualifications

• 10-15 years of relevant experience in wealth/portfolio management.
• Sound knowledge of private banking products and solutions.
• Deep expertise in the Greater China market.

Responsibilities

• Provide advisory and investment services to high net worth clients.
• Develop and maintain client relationships with Relationship Managers.
• Monitor clients’ portfolios and develop investment strategies.

Skills

Advisory and investment services

Client relationship management

Market analysis

Financial market understanding

Communication and interpersonal skills

Education

Degree in Finance, Business or related discipline

CFA preferred

Job description

Job Description - SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group (WD76342)

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Provide advisory and investment services in private banking to deliver professional and high value service to high net worth clients
• Jointly develop and maintain client relationships with Relationship Managers, and provide prompt market information, portfolio investment advice and execution services to Relationship Managers and clients
• Partner Relationship Managers to review and monitor clients’ portfolios and develop appropriate investment strategies
• Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities

Requirements

• Degree holder in Finance, Business or related discipline, with CFA preferred
• 10-15 years of relevant experience in wealth/ portfolio management
• Sound knowledge of private banking products and solutions as well as deep expertise of the Greater China market
• Solid understanding of financial and investment markets
• Analytical mind and sensitive to financial market trends
• Excellent communication and interpersonal skills to engage clients and Relationship Managers effectively