VP, Investment Strategist, Private Banking
DBS Bank
Queen's Road Central, Hong Kong, China
5天前

DBS’ Private Banking offers a one-stop, full-servicetouch-point for total banking requirements and provides the highest level ofpersonalised banking.

We have a team of dedicated, experienced investmentadvisors who identify opportunities in the various asset classes and employ thebest strategies and product vehicles to cater to each client’s needs.

Coupledwith partnerships within the DBS network and with global institutions, westrive to build long-term relationships with our Private Banking clients in Asiaby providing them with high quality, timely and extensive wealth management,investment and financial solutions.

Responsibilities :

To formulate investment strategies for PrivateBanking (PB) / Treasures Private Client (TPC) customers with compliance of allexternal regulations and internal requirements.

To monitor and analyze the structure ofcustomer investment portfolios via wealth management studies and distinguishthe risk of the fast-

changing economic environment for providing strategicalternatives to the bank and market commentary for customers to make informedinvestment decision.

Tobridge between the overalleconomic trends based on in-house views and market consensus and businessopportunities to formulate investment strategies for investment and / orinsurance products.

Complianceof own self with physical and information security standards.

Produceweekly update report to PB / TPC

Present weekly update on market and CIO viewsto PB / TPC RMs

Translate CIO materials (DailySnapshot, CIO Perspective, CIO Insight) into Traditional Chinese and modify tofit into HK client version.

Support in client meeting on RMrequest

Feedback to the CIO Office views andsentiment on the ground and from stake holders

Contribution of macro investmentviews (secondary, when applicable)

Requirements :

Graduatein Commerce / Finance / Economics.

Postgraduateor qualification of CFP / CFA / FRM is preferable.

10 yearsor more of experience in monitoring investment trends, market risk concernswith sound financial / portfolio planning knowledge.

At least5 years of training / coaching experience with frontline sales in banking / financial industry.

At least5 years related experience in different financial products, e.g. Insurance,Mutual Fund, FX and Equity.

Excellentcommunication, portfolio management and verbal and written presentation skills

Global economicsense and technical skill in product prospectus in different financial products

Knowledgeof the financial and product intelligence, especially for HK market.

Hong KongResearchRegularFull-timeSep 26, 2019, 2 : 47 : 20 AM

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