DBS Bank

VP, Investment Strategist

Hong Kong SAR China · Work style not stated · Full time

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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
  • Employment typeFull time
  • Employer posted

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Objective:

  • To formulate investment strategies for Private Banking (PB) / Treasures Private Client (TPC) customers with compliance of all external regulations and internal requirements
  • Express CIO investment strategy to front line teams and clients
  • Contribute to generation of thematic ideas, macro strategy

Principal Responsibilities

Show full description
  • Produce regular update report to PB/TPC front office teams and stake holders
  • Present regular update on market and CIO views to PB/TPC RMs
  • Contribute ad hoc feature articles to media platforms
  • Oversee the translation and repurposing of CIO materials (Daily Snapshot, CIO Perspective, CIO Insight, other CIO publications) into Traditional Chinese
  • Attend client meetings with Greater China front office RMs/ICs to express CIO house views, support the business directions of DBS Wealth Management
  • Contribution of macro investment views, generation of new investment ideas and themes

Key Accountabilities

  • Fulfill and complete the job objectives and principal responsibilities.
  • To monitor and analyze the structure of customer investment portfolios via wealth management studies and distinguish the risk of the fast-changing economic environment for providing strategic alternatives to the bank and market commentary for customers to make informed investment decision.
  • To bridge between the overall economic trends based on in-house views and market consensus and business opportunities to formulate investment strategies for investment and/or insurance products.
  • Compliance of own self with physical and information security standards.

Relevant Experience

  • 10 years or more of experience in fund management/private banking/investment research with sound industry knowledge and fluent writing skills.
  • At least 5 years of front office and client facing experience in banking/ financial industry.
  • At least 5 years related experience in different financial products, e.g. Equity, Fixed Income, or Mutual Fund

Requirement:

Functional Competencies

  • Excellent communication, portfolio management and verbal and written presentation skills
  • Highly analytical, numerate and innovative
  • Fluency in spoken and written Chinese
  • Good interpersonal and presentation skills

Technical Competencies

  • Investment and wealth management knowledge
  • Global economic sense and technical skill in product prospectus in different financial products
  • Knowledge of the financial markets
  • Presentation skills

Education and Professional Qualification

  • Graduate in Commerce/ Finance/ Economics, or relevant disciplines.
  • Postgraduate or qualification of CFP/ CFA / FRM is an added advantage

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.

Location:

The Center

Job:

Research

Schedule:

Regular

Employee Status:

Full time

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At a glance

  • Employment typeFull time
  • Employer posted
  • Added to ROLIVA
  • Last checked

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