AVP/SA, Client Trade Specialist, Private Banking, Consumer Banking Group

DBS · Singapore

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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.

Purpose

This role offers a unique journey into the investment world, providing essential support to our Front Office team and ensuring seamless service for our clients. You will contribute to the efficiency and excellence of investment activities, paving the way for significant career growth within DBS.

Responsibilities

• Execute client investment transactions accurately and efficiently across Structured Products and Alternative Investments for non-tagged PB & TPC accounts.
• 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 log and trade execution.
• Support indicative pricing requests and provide execution support for structured product transactions, ensuring alignment with market conditions and internal guidelines.
• Perform rigorous pre-trade checks to ensure completeness of client suitability, and adherence to regulatory and internal control requirements prior to execution.
• Communicate key product features, risks, and execution-related information to clients where required, in accordance with approved communication standards.
• Maintain clear and accurate records of executed trades, ensuring audit readiness.
• In addition, this role also provides execution coverage and continuity of service in the absence of Investment Counsellors.
• Identify and drive improvements in execution processes, controls, and operational efficiency.
• Support ad hoc tasks, work projects and initiatives as assigned. 

Requirements

• Bachelor’s degree in Finance, Business, or a related discipline
• Minimum 4 years of relevant experience in financial markets, dealing, or portfolio advisory
• Strong understanding of and keen interest in financial and investment markets
• Solid knowledge across multiple asset classes, including FX, Equities, Fixed Income, OTC derivatives, Structured Products, Funds, and Private Equity
• Excellent communication and interpersonal skills, with the ability to engage effectively with stakeholders
• Strong attention to detail, with the ability to manage multiple time-sensitive requests in a fast-paced environment
• CACS Paper 1 & 2 is required for the role

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