Senior Associate / Associate, Assistant Investment Counsellor, Private Banking

About the role

DBS Consumer Banking Group is looking for a Senior Associate / Associate, Assistant Investment Counsellor within its Private Banking unit. The role supports Investment Counsellors (ICs) in delivering investment advice and managing client portfolios, and is based in DBS Asia Central.

Key responsibilities

• Prepare investment proposals that match clients' target strategic asset allocation, investment objectives and risk profile
• Assist Investment Counsellors in building and strengthening client relationships through a thorough understanding of their requirements and objectives
• Liaise with and coordinate marketing efforts for ICs with the product desk
• Support ICs in managing and monitoring clients' portfolios
• Gather information on economic, financial or investment matters for use by ICs
• Compile recommendation lists from the various product teams to meet client needs
• Coordinate meeting and training schedules for ICs
• Take part in other duties and projects, such as streamlining team processes for back-ups, risk management and MIS

Required profile

• Knowledge of modern banking solutions and system architecture
• Basic banking and operational knowledge
• Knowledge of risk management, credit, operations, finance, compliance and controls
• Good understanding of financial and investment markets
• CACS certifications 1 and 2
• Team player with good communication and interpersonal skills, analytical thinking and problem-solving ability

Required skills

• Computer skills such as Excel macros are a plus