About the role
AVP Treasures Investment Counsellor responsible for providing investment advice and solutions to affluent clients in DBS Treasures, requiring 5+ years experience and strong product knowledge.
BankingOnsite
Key Responsibilities
- Be the resident expert in wealth products and solutions tailored to client risk appetite and needs which are offered in the in-country Treasures platform, covering Portfolio Advisory, Asset Allocation model, Unit Trusts, FX, Fixed Income, Equities, Alternatives and Derivatives, to provide a holistic view of the entire investment landscape.
- Prepare investment proposals that suit clients' target strategic asset allocation and reflect his or her investment objective and risk profile.
- Create and manage bespoke wealth solutions and portfolios for assigned Accredited Investors.
- Participate in joint calls with Treasures Relationship Managers to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solutions and market outlook.
- Work in partnership with Treasures Relationship Managers and Team Head/Desk Head to achieve/exceed individual targets for sales and revenue of wealth products and solutions.
- Have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of wealth portfolios and solutions.
Requirements
- Degree holder with min 5 years of financial services industry experience.
- Sound knowledge of banking and investment products & services and procedures.
- Knowledge of financial market trends, including but not limited to managed funds, equities, currencies, commodities, fixed income, FX.
- Good knowledge of compliance and regulatory requirements as well as exposure to multicultural issues.
- Possess strong presentation skills.
- Self-motivated team player with excellent service aptitude who would enjoy working in a fast-paced service focused environment.