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VP, PB Investment Counsellor (Licensed)

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Job Description - VP, PB Investment Counsellor (Licensed)

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities
  • Provide comprehensive investment advisory services to high-net-worth clients, including portfolio analysis, asset allocation, and investment recommendations
  • Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences
  • Conduct thorough research and analysis on financial markets, economic trends, and investment opportunities to deliver tailored solutions
  • Collaborate with cross-functional teams, such as wealth management and private banking, to ensure a seamless client experience
  • Stay up-to-date with industry regulations, compliance requirements, and best practices to ensure the highest standards of service
  • Actively participate in client events, seminars, and other initiatives to enhance the bank's brand and client engagement
Requirements
  • Minimum 5 years of experience in investment advisory or wealth management, preferably in a private banking or high-net-worth client environment
  • Proven track record of building and maintaining long-term client relationships
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial information
  • Excellent communication and interpersonal skills, with the ability to present investment recommendations effectively
  • Relevant professional certifications, such as CFA, CFP, or CAIA, are highly desirable
  • Ability to work independently and as part of a team, with a focus on delivering exceptional client service
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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location:
The Center

Job:
Product Sales

Schedule:
Regular

Employee Status:
Full time
Original job VP, PB Investment Counsellor (Licensed) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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