SVP, Investment Counsellor, Private Banking, Consumer Banking Group
DBS Bank
- Singapore
- Permanent
- Full-time
- Provide advisory and investment services in private banking to deliver professional and high value service to high net worth clients, with a focus on the Greater China market.
- Jointly develop and maintain client relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients
- Review and monitor clients’ portfolios and develop appropriate investment strategies, working in partnership with the Relationship Managers
- Perform regulated activities and ensure full compliance with policies, standards, guidelines and procedures laid down by the Bank and regulatory authorities
- Degree holder in Finance, Business or related discipline. CFA qualification is an advantage.
- Minimum 10 to 15 years of portfolio management experience for the High Net Worth wealth segment
- Solid understanding of financial and investment markets
- Deep expertise of the Greater China market
- Analytical mind and sensitive to financial market trends