VP/SVP, Portfolio Advisor, Strategic Portfolio Advisory, Private Banking, C at DBS Bank

, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

23 Aug, 26

Salary

0.0

Posted On

25 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Advisory, Asset Allocation, Client Relationship Management, Investment Research, Multi-asset Portfolio Construction, Stakeholder Management, Financial Analysis, Risk Profiling, Fund Sales, Presentation Skills

Industry

Banking

Description

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 - This is an opportunity to join a strategically important team within the Private Bank - Providing best-in-class holistic portfolio advisory and solutions to PBTPC clients, in close collaboration with the RMs - Proactively engage RMs to drive the core portfolio approach across client segments through mutual funds, hedge funds, evergreen funds, closed-end Private Equity, DPM and in-house portfolio solutions - Attend client meetings, conduct client profiling, determine overall asset allocation and build customized multi-asset core portfolio proposals for existing and prospective clients, based on client's risk profile and preferences - Proactive monitoring of client's portfolios, conducting regular portfolio reviews and rebalancing, within client's portfolio context - Deepen systemic conversion of in-franchise cash AUM into portfolio investment AUM - Contribute to the building, maintenance and monetization of the in-house proprietary model portfolios made up of mutual funds and in-house portfolio solutions - Shape the strategic portfolio advisory journey through various strategic initiatives - Take on ad-hoc special projects where required - Act in accordance with the bank's legal and compliance frameworks, risk policies and procedures Requirements - Degree in Finance, Economics, Banking or a related discipline. CFA highly desired - Minimum 7-12 years of relevant experience in Portfolio Advisory/Fund Sales/Investment Advisory/Investment Research or related capacity - Deep investment product knowledge across asset classes - Strong understanding of strategic asset allocation and core portfolio construction - Great client relationship management and excellent presentation skills - Excellent stakeholder management and data-driven mindset - Able to strive both in a team as well as independently - Self-starter, motivated, resourceful, meticulous and analytical 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 holistic portfolio advisory and customized multi-asset solutions to Private Banking clients in collaboration with Relationship Managers. Monitor portfolios, conduct regular reviews, and contribute to the development of in-house proprietary model portfolios.