SVP, Licensed Private Banking Investment Counsellor

About the role

DBS Private Banking offers a full-service, personalised banking service for its clients in Asia, working with partners across the DBS network and with global institutions. This Senior Vice President, Licensed Investment Counsellor role sits in the Private Banking division and focuses on advising high-net-worth individuals and family offices on investment strategy.

Key responsibilities

• Provide investment strategy, hedging and trading advice to private wealth clients and family offices across stocks, fixed income, derivatives, precious metals, FX options, notes and structured products, based on the CIO office's strategic view.
• Lead discussions with clients, focusing on delivering multi-asset ideas and maximising portfolio performance in line with their objectives and risk profile.
• Act as a point of contact for investment advisory, planning and execution of investment strategies, and maximise return on assets.
• Assist bankers and assistant relationship managers in serving sophisticated clients and keep up with market trends and new product developments.
• Build proactive, long-term relationships with high-net-worth individuals, generating and sustaining revenue growth while broadening the client base.

Required profile

• Degree in Finance, Business or a related discipline; CFA designation preferred.
• Minimum 6-10 years of experience in financial institutions, specialising in sales and marketing of financial products.
• Qualified to carry out investment-regulated activities.

Required skills

• Strong knowledge of Private Banking investment products including equities, fixed income, managed solutions, FX and structured products.
• Ability to analyse and interpret business and financial data.
• Excellent communication, interpersonal and leadership skills.

The hiring process is subject to the Mandatory Reference Checking Scheme. Only shortlisted candidates will be notified. The position is full-time, regular schedule, located in the Center, with a competitive salary and benefits package.