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
