VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group at DBS Bank

, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

29 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Advisory, Fund Management, Investment Advisory, Unit Trusts, Relationship Management, Client Coaching, Financial Analysis, Multi-asset Portfolio Construction, Portfolio Rebalancing, Presentation Skills, Training Skills, Market Trend Analysis

Industry

Banking

Description

Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Job Purpose: This new role provides portfolio advisory to clients, with a focus on Unit Trusts as building blocks in a client's investment portfolio. Key focus is RM engagement and upskilling. The individual will be required to attend client meetings together with the Treasures Relationship Managers (TRM). Candidate is expected to: Proactively engage RMs to drive the model fund portfolio approach. Conduct regular coaching, training, and product briefings to TRMs to raise the level of proficiency and technical expertise in UT positioning. Use existing bank portfolio tools in RM engagement. Deepen systematic conversion of in-franchise cash AUM into portfolio investment AUM. Contribute to the building and maintenance of in-house proprietary model portfolios made up of Unit Trusts. On a selective basis, attend client meetings with TRM to build customised multi-asset portfolio proposals for clients, based on client’s risk profile and preferences. In these instances, conduct proactive monitoring of client portfolios, portfolio reviews and rebalancing. Perform regulated activities in full compliance with country policies, standards and guidelines as laid down by the Bank and country regulatory authorities. Requirements: Degree holder in Finance, Economics, Banking or a related discipline Minimum 7 years relevant experience in Portfolio Advisory/Fund Management/Investment Advisory or related capacity Deep investment knowledge of Unit Trusts and sound knowledge of banking and investment products and services Great client relationship management and excellent presentation and training skills Self-starter, highly motivated and a team player Analytical mind and sensitive to financial market trends Location: DBS Asia Central Job: Product Sales Schedule: Regular Employee Status: Full time DBS is more than a bank — we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.

Responsibilities

Provide portfolio advisory focusing on Unit Trusts and drive the model fund portfolio approach through RM engagement and upskilling. Collaborate with Relationship Managers to build customized multi-asset portfolio proposals and conduct proactive portfolio reviews for clients.