Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities - To formulate investment strategies for Private Banking (PB) / Treasures Private Client (TPC) customers with compliance of all external regulations and internal requirements
- Contribute to generation of thematic ideas, macro strategy
- Produce regular update report to PB/TPC front office teams and stakeholders
- Present regular update on market and CIO views to PB/TPC RMs
- Contribute ad hoc feature articles to media platforms
- Oversee the translation and repurposing of CIO materials (Daily Snapshot, CIO Perspective, CIO Insight, other CIO publications) into Traditional Chinese
- Attend client meetings with Greater China front office RMs/ICs to express CIO house views, support the business directions of DBS Wealth Management
- Contribution of macro investment views, generation of new investment ideas and themes
Requirements - Degree holder in Finance, Business or related discipline
- 10 years or more of experience in fund management/private banking/investment research with sound industry knowledge and fluent writing skills.
- At least 5 years of front office and client facing experience in banking/ financial industry.
- At least 5 years related experience in different financial products, e.g. Equity, Fixed Income, or Mutual Fund
- Postgraduate or qualification of CFP/ CFA / FRM is an added advantage
- Excellent communication, portfolio management and verbal and written presentation skills
- Good written and verbal communication in English, Cantonese and Mandarin
Apply Now We offer a competitive 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.