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DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Assist Investment Counsellors (ICs) in their marketing efforts by providing clients with relevant marketing and product materials
Compile recommendation list from the various product team to address client needs
Develop and enhance relationships with clients through a thorough understanding of their requirements and objectives
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
Liaise and coordinate marketing efforts with IC and product desk
Coordinate meeting and training schedules for the ICs
Participate in other duties and projects assigned (e.g. streamline the team's processes in terms of back-ups and risk management)
Degree holder in Finance, Business or related discipline with 2-3 years of experience in financial markets, dealing, portfolio advisory.
Good understanding of financial and investment markets
Ability to speak Business Chinese will be an advantage to engage Mandarin-speaking stakeholders and clients effectively
Computer skills like Excel macro is a plus
Internal Number: 5919647
About DBS Bank Limited
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