Senior Associate /Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Group
DBS Bank · Singapore - Central
Full-timeonsitemidFinanceFinance
รายละเอียดงาน / Description
Based in Singapore, this role supports Investment Counsellors within the Private Banking team to serve high-net-worth clients effectively. The successful candidate will prepare tailored investment proposals aligned with client objectives and monitor ongoing portfolio performance. Additionally, you will coordinate with product desks, conduct market research, and assist in driving overall team operational efficiency.
หน้าที่ความรับผิดชอบ / Responsibilities
- Prepare tailored investment proposals aligned with client risk profiles and asset allocation targets.
- Assist Investment Counsellors in managing client relationships and monitoring portfolio performance.
- Liaise with various product desks to organize marketing efforts and compile product recommendations.
- Gather and analyze financial, economic, and investment data for client advisory needs.
- Coordinate meeting calendars, training sessions, and administrative schedules for the team.
- Contribute to internal process improvements, risk management workflows, and operational projects.
คุณสมบัติ / Qualifications
- Possession of valid CACS Paper 1 and Paper 2 certifications.
- Strong foundational understanding of financial markets, banking solutions, and investment products.
- Knowledge of risk management, operational controls, credit, and regulatory compliance standards.
- Excellent analytical, problem-solving, and multidimensional thinking capabilities.
- Solid interpersonal and communication skills with an ability to collaborate effectively in teams.
- Proficiency with technical tools; experience in Excel VBA or macros is an advantage.
ทักษะที่ต้องการ / Required skills
- Private Banking
- Portfolio Management
- Financial Markets
- CACS
- Risk Management
- Investment Advisory
ทักษะเพิ่มเติม / Nice to have
- Excel Macros
- VBA