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VP / SVP, Private Banking Investment Counsellor
DBS Bank (Hong Kong) LimitedHong Kong21 天前
职位描述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
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
Apply Now
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 25000063
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Investment Banking • Hong Kong