VP/AVP, Private Banking Advisory Sales, Wealth Management Solutions

Employer
DBS Bank Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Jun 08, 2021
Closes
Jun 22, 2021
Ref
11190001
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
DBS extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. DBS trades in a comprehensive product range, including foreign exchange, as well as interest rates and derivatives. Treasury & Markets (T&M) provides total solutions to serve DBS clients' hedging and investment needs with a regional emphasis. We have a strong record in providing innovative wealth management solutions to our individual investors. We are a leader in regional products with an excellent, customer-driven research capability and with cutting-edge risk management technology and systems.
Responsibilities:
  • Responsible for Private Bank and Treasures Private Clients' overall joint target revenue, and the product revenue on cross-asset classes with main focus on FX, FX derivatives, Equity structured products, rates and credit derivatives
  • Fully engage with Private Banking Group's counterparts, e.g. investment product team, investment counselling team and relationship managers to ensure all business needs are being addressed and explore business potential
  • Act as FX product manager, to handle all FX related issues for Private Bank and Treasures Private Clients
  • Generate timely investment ideas and sales pitch, participate in PB's sales and product meetings
  • Apply data analytics to closely monitor key clients' position and drive business from PB and TPC segments
  • Provide "pre-sales' and "after-sales" service to internal PB counterparts, including market commentary, trade ideas, sales training, sales calls and performance review
  • Work closely with Data Analytics and Process Optimization team to improve efficiency with respect to execution and document generation process for both sales and clients
Requirements:
  • University graduate (Degree holder)
  • Holder of CFA, FRM is an advantage
  • Fulfillment of requirements under the Enhanced Competency Framework on Treasury Management is preferred
  • 10 years of experience in financial market and treasury field in the capacity of sales or structuring related functions
  • Experience in data analysis and digital transformation is an advantage
  • Good interpersonal skills, solid knowledge in OTC derivatives, hedging strategies and structured products
  • With strong investment market sense and understanding of inter-relationship of economic activities
  • Good written and verbal communication skills in English, Cantonese and Mandarin
  • Strong organizational and analytical skills with good business acumen.
  • Ability to effectively present product ideas and generate business with internal counterparts
  • Strong data analytical mindset and ability to formulate analysis model

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