Treasures Private Client Investment Counsellor
Full-time
DBS Bank Ltd
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
- Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view
- Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client’s portfolio performance consistent with the client’s objective and risk profile
- Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA
- Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development
- Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division
- Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation
- Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products
- Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products
- Qualified to carry out Investment regulated activities
- Strong business acumen, able to analyze and interpret business and financial data
- Excellent communication, interpersonal and leadership skills
- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details [here](
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:Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Treasures Private Client Investment Counsellor in Washington DC vacancy
- ...Business Function DBS’ Private Banking offers a one-stop, full-service... ...of dedicated, experienced investment advisors who identify... ...product vehicles to cater to each client’s needs. Coupled with partnerships... ...and financial solutions. Treasures Private Client Relationship...Private clientOverseas
DBS Bank Ltd
Washington DC2 days ago - ...Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for... ...We have a team of dedicated, experienced investment advisors who identify opportunities in the... ...and product vehicles to cater to each client’s needs. Coupled with partnerships within...Private clientFull time
DBS Bank Ltd
Washington DC2 days ago $105.38k - $215.38k
...with specialists when needed.Build strong client relationships through clear, thoughtful... ...serving high-net-worth individuals or private clients.Strong client communication and... ...organizations, as well as through our own investments, commitments, and actions across areas that...Private clientWork at officeLocal area$125k - $191k
...Private Client Services Tax ManagerWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...on high-net worth individuals, privately-owned business, investment partnerships, estates, and trustsAdditionally, the following...Private clientFlexible hoursWeaver
Bethesda, MD1 day ago- ...Director — If you love servicing existing client relationships and want to grow your... ...have a fabulous opportunity to join our Private Client Tax Practice as a Tax Manager/Director... ...of a firm that leads with tax services, invests significant resources in nation-wide tax...Private clientFull timePrivate practiceLocal area
CliftonLarsonAllen
Washington DCa month ago $83.92k - $125.88k
..., DC, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch... ...recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.Provide...Private clientFull timeWork at office$80.2k - $125k
...Professionals: Do you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating across teams? If so, Fisher Investments is looking to grow and scale our Private Client Group (PCG) Tax consultation team by adding new Client Tax...Private clientWork at officeLocal areaWork from homeFisher Investments
Washington DC6 days ago- ...and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking... ...to take your career to the next level.As an Investment Professional in the U.S. Private Bank, you will provide...Private client
- (Senior) Investment Officer - Global EnergyJob #: req38366Organization: World Bank GroupSector... ...worldwide, we work with governments, private sector, development partners and other... ...services for private and public sector clients across energy, mining and metals, transport...Private clientWork at officeWorldwide
$129k - $238k
...build relationships with high-net-worth clients. Manages client relationships, monitors... ...estate planning, tax planning and advanced investment management. Develop new relationships... ...partners.Profile the full spectrum of needs of Private Bank target clients and provide tailored...Private clientFull timeImmediate startColumbia Bank
Washington DCa month ago$100k
...Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales,...Private clientTemporary workFisher Investments
Washington DCa month ago$120k - $140k
...Job Title Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. Essential Functions/Responsibilities: Responsible for all aspects of client service-related activity for...Private clientTemporary workWork experience placementWork at officeBrown Advisory
Washington DC4 days ago- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...diversity and inclusion. Using a broad investment product and thought leadership platform... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P....Private client
$120k - $150k
...Our client is a privately held investment and advisory firm that provides wealth management and financial solutions for clients worldwide. The Private Client Relationship Advisor will deliver high-quality client service, managing complex relationships for high net worth...Private clientFull timeTemporary workWork at officeWorldwideEmployment Enterprises
Washington DC13 hours ago- ...KPMG is currently seeking a Director, Private Equity IT M&A –Due Diligence and Value Creation... ...diligenceprojects for Private Equity clients, assessing platform and add-... ...delivering concise, actionable reports for investment committees Develop and execute post...Private clientH1bLocal area
KPMG
Washington DC5 days ago - ...infrastructure consulting firm, partnering with clients to solve the worldâs most complex... ...AECOM. With accelerating infrastructure investment worldwide, our services are in great... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientDaily paidWork at officeLocal areaRemote workWorldwideFlexible hours
$105.4k - $207.8k
...Strategy & Transactions team helps guide clients through their most critical moments and... ...separation engagements for corporate and private equity clientsAnalyzing financial,... ...organizations, as well as through our own investments, commitments, and actions across areas that...Private clientLocal areaVisa sponsorship$128k - $252.5k
...Strategy & Transactions team helps guide clients through their most critical moments and... ...complex transactions with corporate and private equity clients, this role offers the opportunity... ..., as well as through our own investments, commitments, and actions across areas that...Private clientLocal area$170k
...Board of Directors, Finance Committee, Investment Committee, and senior staff. The financial... ...-advised funds, community foundations, private foundations, fiscal sponsorship, workplace... ..., Controller, Director of Finance, Treasurer, or equivalent senior financial leader....Full timeTemporary workSummer workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursEarthShare
Washington DC1 day ago$116.2k - $212.9k
...industry, working side by side with a range of clients from our most venerable institutions to... ...focused on advising corporate and private equity clients on all aspects of their capital... ...areas of taxation. You’ll build investment models, support cross-border investment...Private clientPermanent employmentSummer holidayFlexible hoursErnst & Young
Washington DCa month ago- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held...Private clientPrivate practice
CPA firm
Bethesda, MD7 days ago $75k - $160k
...Management, Goldman Sachs helps empower clients and customers around the world to reach... ...businesses provide financial planning, investment management, banking and comprehensive advice... ...-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private...Full timeTemporary workPart time- ...Washington, DC.The role holder will be an exceptional team player and client focused individual. This individual will establish new... ...part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network...
- ...offshore financial centres. Our Big 4 client is looking for a Senior US Business Tax... ...clients. This includes hedge and private equity funds, insurers, and ILS entities... ...funds, private equity funds, and other investment vehicles ● Review partnership tax returns...Private clientRelocationOverseasWeekend work
- ...Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as... ...compliance engagements for complex real estate investment partnerships, REITs, and related entities. Lead...Work at officeLocal area
EisnerAmper
Laurel, MD1 day ago - ...partnering with a prominent Registered Investment Advisor (RIA) with offices across the United... ...and multi-generational families. Our client is seeking an Associate Advisor to... ...worth clients within wealth management, private wealth, family office, or investment advisory...For contractorsWork at office
International Search Consultants
Washington DC28 days ago $110k - $130k
...us - taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join... ...High Net Worth (HNW) individual tax returns, trusts, and related private client tax matters Interested in hearing more? Easy Apply...Private clientPart timeLocal areaFlexible hoursJobot
Alexandria, VA1 day ago$100k - $150k
...commitment to delivering real value to our clients.Our mission is to provide exceptional... ...team members are our greatest asset, and we invest in their growth and success through... ...experienced Tax Manager to join our growing Private Client Services practice. This role will...Private clientFull timePrivate practiceLocal area3 days per week$54.7k - $101.9k
...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientMinimum wageLocal areaNight shiftOliver Wyman
Washington DC3 days ago$260k - $390k
...healthcare providers, life sciences companies, private equity sponsors, investors, and... ...Support healthcare mergers, acquisitions, investments, joint ventures, and other strategic transactions... ...life sciences organizations Counsel clients regarding the Stark Law, Federal Anti-...Private clientDirect Counsel
Washington DC3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasures Private Client Investment Counsellor. Be the first to apply!
Related searches
- peer counselor Washington DC
- rehabilitation counselor Washington DC
- day camp counselor Washington DC
- licensed professional counselor lpc Washington DC
- lpc counselor Washington DC
- education counselor Washington DC
- licensed professional counselor Washington DC
- online counselor Washington DC
- behavioral health counselor Washington DC
- youth counselor Washington DC