AVP Investment Counsellor (Offshore), Consumer Banking

About the role

DBS Treasures is a wealth management platform in Singapore serving both onshore and offshore affluent clients, offering a full range of wealth solutions from investments to legacy planning. This AVP Investment Counsellor (Offshore) role sits within the Consumer Banking Group and focuses on selling and advising on wealth products and solutions.

Key responsibilities

• Act as the resident expert on wealth products and solutions offered through the in-country Treasures platform, covering portfolio advisory, asset allocation, unit trusts, FX, fixed income, equities, alternatives and derivatives.
• Prepare investment proposals that match each client's target strategic asset allocation, objectives and risk profile.
• Create and manage bespoke wealth solutions and portfolios for assigned accredited investors.
• Take part in joint calls with Treasures Relationship Managers to give clients a holistic view of the investment landscape, including asset allocation, product solutions and market outlook.
• Work with Relationship Managers and the Team Head/Desk Head to meet or exceed sales and revenue targets for wealth products.
• Adhere to the in-country regulatory framework and rules of engagement for selling wealth portfolios, and ensure compliance with regulatory and internal audit/security requirements.

Required profile

• Degree holder with at least 5 years of experience in the financial services industry.
• Sound knowledge of banking and investment products and services, and of financial market trends such as managed funds, equities, currencies, commodities, fixed income and FX.
• Good knowledge of compliance and regulatory requirements and exposure to multicultural issues.
• Strong presentation skills, self-motivated team player with excellent service aptitude, suited to a fast-paced, service-focused environment.

What we offer

• A competitive salary and benefits package.
• A dynamic environment that supports development and recognises achievements.