Client Trade Specialist, Private Banking

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.

Responsibilities

• Execute client investment transactions accurately and efficiently across different asset classes.
• Coordinate closely with Front Office to ensure timely and precise execution of client instructions.
• Manage end-to-end trade execution workflows, including pricing, pre-trade checks, voice logging, and trade execution, while ensuring adherence to regulatory and internal control requirements.
• Communicate key product features, risks, and execution-related information to clients where required, in accordance with approved communication standards.
• As the role develops, assist Investment Solutions Advisors with research, proposals, marketing materials, and follow-up activities with ICs, RMs and clients under their guidance.
• Support ad hoc tasks, projects, and initiatives as assigned.

Requirements

• Degree holder in Finance, Business or related discipline
• Good understanding of and keen in financial and investment markets
• Team player with good communication and interpersonal skills
• Strong attention to detail, with the ability to manage multiple time-sensitive requests in a fast-paced environment
• Ability to speak Business Chinese will be an advantage to manage communication with Mandarin-speaking stakeholders and clients effectively
• 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.

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