AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group

Business Function

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Responsibilities

• Be the resident expert in wealth products and solutions tailored to client risk appetite and needs which are offered in the in-country Treasures platform, covering Portfolio Advisory, Asset Allocation model, Unit Trusts, FX, Fixed Income, Equities, Alternatives and Derivatives, to provide a holistic view of the entire investment landscape.
• Prepare investment proposals that suit clients' target strategic asset allocation and reflect his or her investment objective and risk profile.
• Create and manage bespoke wealth solutions and portfolios for assigned Accredited Investors
• To participate in joint calls with Treasures Relationship Managers to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solutions and market outlook
• To work in partnership with Treasures Relationship Managers and Team Head/Desk Head to achieve/exceed individual targets for sales and revenue of wealth products and solutions
• To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of wealth portfolios and solutions.
• Ensure compliance in accordance with regulatory and internal audit/security requirements.

Requirements

• Degree holder with min 5 years of financial services industry experience
• Sound knowledge of banking and investment products & services and procedures
• Knowledge of financial market trends, including but not limited to managed funds, equities, currencies, commodities, fixed income, FX
• Good knowledge of compliance and regulatory requirements as well as exposure to multicultural issues
• Possess strong presentation skills
• Self-motivated team player with excellent service aptitude who would enjoy working in a fast-paced service focused environment

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