DBS Bank→
AVP, TPC Investment Counsellor, Consumer… at DBS Bank · South…
Skills
Job Description
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 profiles, and investment preferences
Collaborate with the broader Consumer Banking Group team to deliver a seamless and personalized client experience
Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed and timely advice to clients
Contribute to the growth and development of the investment advisory business by identifying new opportunities and implementing effective strategies
Requirements
Minimum 5 years of experience in investment advisory or wealth management, preferably in a client-facing role
Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed investment recommendations
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
Thorough understanding of financial markets, investment products, and portfolio management principles
Relevant professional certifications, such as CFA or CFP, are preferred
Ability to work collaboratively within a team and contribute to the overall success of the Consumer Banking Group
Apply Now
We offer a competitive salary and benefits package and the professionaladvantages of a dynamic environment that supports your development and recognises your achievements.
-en
Location: Capital Place Branch
Job: Product Sales
Schedule: Regular
Employee Status: Full time