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DBS Bank (Hong Kong) Limited

Senior Associate/Associate, Assistant Investment Counsellor, Private Banking

Hong KongFinance

About the role

FinEx AI summary

Assists Investment Counsellors and the sales team with marketing materials, client relationships and portfolio monitoring. Prepares investment proposals aligned to clients' asset allocation, risk profiles and objectives, and gathers market and product information. Requires a finance or business degree and good knowledge of financial markets.

Core skills

Investment AdvisoryPortfolio ManagementWealth ManagementFinancial MarketsAsset AllocationClient Relationship Management

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