Wealth Investment Counsellor — Onshore/Offshore

DBS Bank Ltd; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

DBS Treasures Singapore is seeking a Product Sales professional to act as the resident expert in wealth products and solutions, advising clients on risk-aligned portfolios and bespoke wealth strategies. The role collaborates with Treasures Relationship Managers to present holistic financial solutions and market outlook.

Ideal candidates have 5+ years in financial services, strong presentation skills, and a solid grasp of regulatory requirements to ensure compliant, client-centric service in a

Qualifications

• Degree holder with min 5 years of financial services industry experience.
• Sound knowledge of banking and investment products & services and procedures.
• Knowledge of financial market trends across funds, equities, FX, fixed income.

Responsibilities

• Be the resident expert in wealth products and solutions tailored to client risk appetite and needs.
• Prepare investment proposals that suit clients’ target asset allocation and objectives.
• Create and manage bespoke wealth solutions and portfolios for Accredited Investors.
• Participate in joint calls with Treasures Relationship Managers to provide a holistic investment view.

Skills

Wealth products knowledge

Client advisory skills

Regulatory compliance

Presentation skills

Education

Bachelor's degree

Job description

DBS Treasures Singapore is seeking a Product Sales professional to act as the resident expert in wealth products and solutions, advising clients on risk-aligned portfolios and bespoke wealth strategies. The role collaborates with Treasures Relationship Managers to present holistic financial solutions and market outlook.

Ideal candidates have 5+ years in financial services, strong presentation skills, and a solid grasp of regulatory requirements to ensure compliant, client-centric service in a