VP/SVP, Portfolio Advisor, Private Banking, Consumer Banking Group - Geylang

apartmentDBS Bank placeGeylang scheduleFull-time calendar_month11/3/25

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, semi-liquids, 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 clients’ 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
10 years of relevant experience in Portfolio Advisory/Fund Management/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

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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