SVP, PB Investment Counsellor

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 strategies to maximize ROA
• 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.