DBS Bank

VP/ AVP, Treasures Investment Counsellor (Licensed), Consumer Banking Group

Hong Kong SAR China · Work style not stated

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

  • EmployerDBS Bank
  • LocationHong Kong SAR China
  • Work styleWork style not stated
  • Employer posted

Business Function

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.

The Product Sales Specialist will be responsible for driving investment revenue growth. This role focuses on proactively promoting investment products to both internal teams and clients. Success in this position requires deep product knowledge, exceptional communication skills, and a collaborative approach to achieve sales targets and optimizeclient portfolios.

Show full description

Job Responsibilities

- Generate revenue from investment products including equity, fixed income, and managed solutions.

- Serve as a product expert for internal stakeholders, including Relationship Managers (RMs) and Investment Counsellors (ICs), supporting their sales efforts.

- Identify and promote investment products with relevant market insights, ensuring alignment with client objectives and risk profiles.

- Present investment products during investment meetings, educating RMs and ICs on their features, benefits, and market opportunities.

- Collaborate with Product Managers to understand new product launches and enhancements, effectively communicating updates to relevant parties.

- Monitor financial markets, industry trends, and new product developments to offer informed advice and maintain a competitive advantage.

- Ensure adherence to all external regulatory and internal compliance standards.

Job Requirements

- Degree holder in Finance, Business,or a related discipline.

- Demonstrated experience in financial institutions, specializing in the sales and marketing of investment products, particularly equities and fixed income.

- Comprehensive knowledge of private banking investment products, including equities, fixed income, and structured products.

- Outstanding communication, interpersonal, and presentation skills, with the ability to clearly articulate complex investment concepts.

- Strong business acumen, capable of analyzing and interpreting financial data effectively.

- A collaborative team player who can work effectively with various internal stakeholders, even under pressure.

- Proficiency in Microsoft Excel and PowerPoint.

- Qualified to conduct Investment regulated activities.

- Good written and verbal communication in English, Cantonese and Mandarin

- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location:

The Center

Job:

Product Sales

Schedule:

Regular

Employee Status:

Staying safe while you apply

  • Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
  • Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
  • Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

  • Check the fit.

    Compare the requirements with the experience you have confirmed, including gaps.

  • Prepare honestly.

    Build interview stories and application drafts from your own evidence.

  • Keep track.

    Save the role and record your own application status and follow-ups.

Create a free workspace or log in.

At a glance

  • Employer posted
  • Added to ROLIVA
  • Last checked

Skills in this posting

Skills ROLIVA found in the employer’s own description above. A mention is not a requirement.

Excel

Explore similar roles

Similar jobs