VP, Specialist, Portfolio Advisory, Consumer Banking Group
3 months ago
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.
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. On a selective basis, the individual may also be required to attend client meetings together with the Treasures Relationship Manager (TRM).
Responsibilities
- 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 and 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.
- 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
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
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