Assistant Investment Counsellor Private Banking Licensed
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
About the Role
You will support investment counsellors and sales colleagues with marketing materials, client relationship management, portfolio monitoring, and product coordination. You will research economic and investment matters, compile recommendations, prepare client proposals, coordinate schedules, and support advisory account tagging and MIS.
Requirements
- Finance
- Business
- Financial markets
- Investment markets
- Communication
- Interpersonal skills
- Business Chinese
Responsibilities
- Provide clients with relevant marketing and product materials
- Develop client relationships by understanding client requirements and objectives
- Coordinate marketing efforts with product desks
- Support investment counsellors in managing and monitoring client portfolios
- Gather economic, financial, and investment information
- Compile product recommendations to address client needs
- Prepare proposals aligned with client asset allocation, investment objectives, and risk profiles
- Coordinate investment counsellor meetings and training schedules
- Support Equity and FX Advisory desks with account tagging and MIS
- Participate in assigned duties and projects