Private Banking Investment Counsellor

DBS · Dubai

On-site · DubaiFull TimeSeniorFinance & Banking
No salary statedPosted 8h ago

Why we think you can apply

Employer country
United Arab Emirates · Dubai
Hiring model
UAE-based role · the employer hires in the UAE
Work from
Dubai · on-site
Time-zone overlap
Gulf Standard Time · none needed

Posted 8 hours ago · apply link checked 26 minutes ago

About the role

Responsibilities

  • Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products
  • Lead discussions with clients to deliver multi-asset ideas and maximize portfolio performance consistent with risk profiles
  • Act as a point of contact for investment advisory, planning and execution of investment strategies
  • Assist bankers and assistant RMs in serving sophisticated clients and monitoring financial market trends
  • Build long-term relationships with HNW individuals to generate revenue growth and broaden the client base

Requirements

  • Degree holder in Finance, Business or related disciplines; preferably with CFA designation
  • Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products
  • Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products
  • Qualified to carry out Investment regulated activities
  • Strong business acumen and ability to analyze financial data
  • Excellent communication, interpersonal and leadership skills

About the Company

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, it is recognized as one of the world's best and safest banks, leveraging digital technology to shape the future of banking across Greater China, Southeast Asia and South Asia.

What we look for

  • Degree in Finance, Business or related field
  • CFA designation preferred
  • 6-10 years experience in financial institutions
  • Knowledge of equities, fixed income, FX and structured products
  • Qualified for Investment regulated activities
  • Strong business acumen
wealth managementFixed IncomeDerivativesFX Options
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