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VP, Treasures Private Client Investment Counsellor

DBS Bank (Hong Kong) LimitedHong Kong

20 days ago

Job description

Responsibilities

Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Ie, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view
Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client's portfolio performance consistent with the client's objective and risk profile
Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA
Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development
Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division

Requirements

Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (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 ie, managed solutions, FX and structured products

Qualified to carry out Investment regulated activities

Strong business acumen, able to analyze and interpret business and financial data

Excellentmunication, interpersonal and leadership skills

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We offer apetitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Job ID 2400008S

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Vp Investment Investment • Hong Kong