DBS Bank · 4 days ago
VP, Treasures Private Client Investment Counsellor
Center, IN
Full-time
Onsite
Mid, Senior Level
6+ years expDBS Bank is a leading financial institution offering personalized banking services. They are seeking a VP, Treasures Private Client Investment Counsellor to provide investment strategies and advisory services to high-net-worth clients, focusing on maximizing portfolio performance and building long-term relationships.
BankingFinanceFinancial Services
Responsibilities
Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view
Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client’s portfolio performance consistent with the client’s objective and risk profile
Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA
Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development
Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division
Qualification
Required
Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation
Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products
Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products
Qualified to carry out Investment regulated activities
Strong business acumen, able to analyze and interpret business and financial data
Excellent communication, interpersonal and leadership skills
Benefits
Competitive salary and benefits package
Company
DBS Bank
DBS Bank is a digital banking firm that offers consumer, SME, and corporate banking services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.99B2025-08-25Post Ipo Debt· $489.41M
2025-03-14Post Ipo Debt· $2B
2023-09-06Post Ipo Debt· $1.5B
Leadership Team
C
Chong Lim Chew
Managing Director
Helge Muenkel
Group Chief Sustainability Officer
Recent News
2026-01-23
Company data provided by crunchbase