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DBS Bank (Hong Kong) Limited
Hong Kong, Hong Kong SAR
(on-site)
Posted
20 hours ago
DBS Bank (Hong Kong) Limited
Hong Kong, Hong Kong SAR
(on-site)
Job Type
Full Time
Industry
Other
Job Function
Other
VP, PB Investment Counsellor (Licensed)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
VP, PB Investment Counsellor (Licensed)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Business FunctionAs 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
- 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
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
Job ID: 83899222
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