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SVP/VP, Private Banking

Hong Kong, Hong Kong | DBS Bank

  • Industry:
    Banking / Investment Banking
  • Position Type:
    Full-Time
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
    7-10 years
Job Description:
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DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.




DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.


 


Responsibilities


Provide a “Wealth Management” solutions / advices to High Net Worth Individual

Find, Attract and Win new clients

Nurture and Retain existing clients and entice former clients back into the Bank

Continuously develop relationships with a portfolio of clients

Provide a “Single Point of entry” into the Bank with an efficient access to a network of specialists

Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets 

Maximize client assets and revenues from its AUM (Asset Under Management)

Requirements


Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines

Minimum 7 years of solid private banking / wealth management experience

Good exposure and connection in Global South Asia market is a must

Well-versed in the banking reforms / regulatory changes in the market

Extremely conscious of the high sensitivity and confidentiality requirement of the market 

Strong knowledge of private banking products and services

Must be registered RI (Regulated Activities Types 1 & 4)

Holder of CPWP certification is preferred

CFP, CFA or equivalent qualifications will be an advantage


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