SVP / VP, Investment Counselor Team Lead, Private Banking, CBG&WM

Senior (6-10 years)

Technical Skills

  • Compliance
  • CRM
  • Investment Strategy
  • Portfolio Management

Job Description

SVP / VP, Investment Counselor Team Lead, Private Banking, CBG&WM

Location: Hong Kong

DBS. Living, Breathing Asia.

DBS is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as "AA-" and "Aa1" credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia’s Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.


  • Candidates without supervisory experience will be considered as VP, Investment Counselor
  • Provide advisory and investment services, and deliver professional and high value service to high net worth clients in private banking
  • Assist Relationship Managers to review and monitor clients’ portfolios and develop appropriate investment strategies
  • Jointly develop and maintain client relationship with Relationship Managers, provide market information, portfolio investment advices and execution services to Relationship Managers and clients promptly
  • Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities, particularly those applicable to the course of selling


  • Degree holder in Finance, Economics or related disciplines
  • Minimum 8 years portfolio management experiences with 2yrs supervision role 
  • Good understanding of financial and investment markets
  • Strategic mindset and able to work under pressure
  • Fluent Mandarin and good spoken & written English
  • Must be registered RI in activities type 1, 4 &/or 9

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.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
LanguageEnglish, Mandarin (Putonghua)