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Senior Associate / Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Gro

icon building Company : Dbs Bank Limited
icon briefcase Job Type : Full Time
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Number of Applicants

 : 

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Job Description - Senior Associate / Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Gro

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
  • Prepare investment proposals that suit clients' target strategic asset allocation and reflect his or her investment objective and risk profile.
  • Assist Investment Counsellors (ICs) in developing and enhancing relationships with clients though a thorough understanding of their requirements and objectives
  • Liaise and coordinate marketing efforts for ICs with product desk
  • Provide support to the ICs in managing and monitoring clients' portfolios
  • Gather information on economic, finance or investment matter for use by ICs.
  • Compile recommendation list from the various product team to address client needs.
  • Coordinate meeting and training schedules for the ICs
  • Participate in other duties and projects assigned (e.g. streamline the team's processes in terms of back-ups and risk management, MIS etc)
Requirements
  • Knowledge of modern banking solutions and system architecture.
  • Basic banking and operational knowledge.
  • Knowledge of risk management, credit, operations, finance, compliance and controls
  • Good understanding of financial and investment markets
  • Computer skills like Excel macro is a plus
  • Team player with good communication and interpersonal skills
  • Ability to think analytically and problem solving across multiple dimensions.
  • Possess CACS Certifications 1 & 2
  • For this role, specific focus will be to cover the EUCA market. Incumbent is expected to have knowledge and experience in that region.
Original job Senior Associate / Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Gro posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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