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Specialist, Sales & Advisory, Wealth Management Solutions

DBS BankThe Center, Hong Kong

19 days ago

Job description

Specialist, Sales & Advisory, Wealth Management Solutions-(WD74553)

Business Function

As a leader in treasury operations, DBS extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. DBS trades in a comprehensive product range, including foreign exchange, as well as interest rates and derivatives. Global Financial Markets (GFM) provides total solutions to serve DBS clients' hedging and investment needs with a regional emphasis. We have a strong record in providing innovative wealth management solutions to our individual investors. We are a leader in SGD and regional products with an excellent, customer-driven research capability and with cutting-edge risk management technology and systems.

Responsibilities

Manage daily business flow from Consumer Banking, Private Banking and Treasures Private Clients
Maintain the GFM product platforms on plain FX, FX derivatives and equity product ordering system
Collaborate with Consumer Banking Group’s counterparts, e.g. Investment Product team, Treasures Sales team and Investment Consultants to ensure all business needs are being addressed and explore business potential
Ensure smooth deal execution and accurate back-end deal booking
Participate in process streamlining and system automation projects for continuous enhancement
Work closely with Data Analytics and Process Optimization team to improve efficiency with respect to execution and document generation process for both sales and clients

Requirements

Degree holder in related business discipline

Minimum 1 year's relevant experience, preferably with treasury sales experience

Strong investment market sense and solid knowledge in OTC derivatives, hedging strategies and structured products

Ability to effectively present product ideas and generate business with internal counterparts

Strong analytical mindset and ability to formulate analysis model

Good written and verbal communication skills in English, Cantonese and Putonghua

Fulfilment of requirements under the Enhanced Competency Framework on Treasury Management is a plus

We regret only shortlisted candidates will be notified.

Primary Location

Hong Kong-The Center

Product Sales

Schedule

Regular

Employee Status

Full-time : Job Posting

Jun 23, 2025, 2 : 06 : 31 PM

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Management Management • The Center, Hong Kong