Client Trade Specialist, Private Banking

About the role

DBS Private Banking offers a full-service, personalised banking service for its clients in Asia, supported by a team of investment advisors. This role supports the Front Office team and ensures seamless service for clients, contributing to the efficiency and excellence of investment activities. It is based in DBS Asia Central, on a regular schedule, full-time.

Key responsibilities

• Execute client investment transactions accurately and efficiently across Structured Products and Alternative Investments for non-tagged PB and TPC accounts.
• Coordinate closely with the Front Office to ensure timely and precise execution of client instructions.
• Manage end-to-end trade execution workflows, including pricing, pre-trade checks, voice log and trade execution.
• Support indicative pricing requests and provide execution support for structured product transactions, aligned with market conditions and internal guidelines.
• Perform rigorous pre-trade checks for client suitability and compliance with regulatory and internal control requirements.
• Communicate key product features, risks and execution information to clients where required, under approved communication standards.
• Maintain clear and accurate records of executed trades, ensuring audit readiness.
• Provide execution coverage and continuity of service when Investment Counsellors are absent.
• Identify and drive improvements in execution processes, controls and operational efficiency.
• Support ad hoc tasks, work projects and initiatives as assigned.

Required profile

• Bachelor's degree in Finance, Business or a related discipline.
• Minimum 4 years of relevant experience in financial markets, dealing or portfolio advisory.
• Solid knowledge of multiple asset classes: FX, Equities, Fixed Income, OTC derivatives, Structured Products, Funds and Private Equity.
• CACS Paper 1 and Paper 2 certification is required.

Required skills

• Excellent communication and interpersonal skills, able to engage stakeholders effectively.
• Strong attention to detail, managing multiple time-sensitive requests in a fast-paced environment.