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Vice President - Equity Investment Products & Advisory Specialist
DBS Bank Limited
January 5, 2020
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.
Provides professional advisory and marketing of equity-related services to HNW/UHNW clients through the Relationships Managers (RMs) and Investment Consultants (ICs) in order to increase the Bank's activities, market share and profitability.
Supports RMs review and monitor portfolios and to advise suitable investments products to maximize returns for Clients' portfolios.
Liaises closely with Central Dealing Unit to control execution of equity-related products (flow and non-flow structured products and derivatives)
Product development and management: coordinates with the product providers to introduce new products to enhance our services
Provides update on latest developments of equity markets and product innovation to the sales teams, meet Clients and present equity content at the weekly investment meetings.
Performs regulated activities, type 1 & 4 or 1, 4, 9 (as required) specified under the Securities and Futures Ordinance (SFO)
Manages sales processes et complies with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC.
University degree with preferred professional qualificiations in the Finance or Investment fields.
Must be a registered RI ([Regulated Activities: Type 1 & 4 or 1, 4 & 9 (as required)].
6-10 years or more in related field. Related expereinces should be in Equity markets or a similar position in an established Financial Institutions with management experience.
Good understanding of Welath Management industry, and its regulatory requirement in Asia.
Sound expertise of equity-related investment products.
Good communications and interpersonal skills with teamwork spirit.
Undesrand portfolio management, and ability to articulate ideas, or portfolio shift to fit with the bank's investment outlook.
Well verse with standard platforms and analytical tools used i.e.Reuters, Bloomberg.
Familiar with standard computer softward programs.
Good spoken and written English, Cantonese and Mandarin preferred.