Associate / Analyst, Assistant Investment Counsellor, Private Banking, Consumer Banking Group
DBS Bank
- Singapore
- Permanent
- Full-time
- Develop and enhance 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.
- Prepare proposals that suit clients’ target strategic asset allocation and reflect his or her investment objective and risk profile.
- Coordinate meeting and training schedules for the ICs
- Support Equity and FX Advisory desks with appropriate account tagging and MIS
- Participate in other duties and projects assigned (e.g. streamline the team’s processes in terms of back-ups and risk management)
- 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
- Good interpersonal & communication skills.
- Ability to think analytically and problem solving across multiple dimensions.