VP, PB Investment Counsellor (Licensed)
Core
Provide investment strategy, hedging & trading advisory to private wealth clients and family offices across all asset classes including stocks, fixed income, derivatives, precious metals, FX options, notes & structured products.
Role type
VP, Private Banking Investment Counsellor
Builds
Multi-asset investment ideas and portfolio performance aligned with client objectives and risk profiles
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy formulation, hedging & trading advisory, multi-asset class expertise, portfolio performance optimization, client relationship management, financial market analysis, structured products knowledge, FX options expertise, notes & structured products knowledge
Preferred skills
Chartered Financial Analyst (CFA) designation, experience with DBS network partnerships, global institution collaboration
Technologies
N/A
Responsibilities
Lead discussions with clients to deliver multi-asset ideas and maximize portfolio performance, act as primary point of contact for investment advisory and strategy execution, assist bankers and RMs in serving sophisticated clients, build long-term relationships with HNW individuals to generate revenue growth
Seniority
VP, strategic leadership & hands-on advisory