Strategic Portfolio Coordinator, Consumer Banking Group

2 days ago


Singapore DBS Bank Limited Full time
Business Overview

As the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and ambitions.

Estimated Salary

$80,000 - $120,000 per annum based on location and experience.

Job Description

We are seeking an experienced Strategic Portfolio Coordinator to join our team in the Consumer Banking Group. In this role, you will be responsible for preparing investment proposals that suit clients' target strategic asset allocation and reflect their investment objective and risk profile.

You will assist investment counsellors (ICs) in developing and enhancing relationships with clients through a thorough understanding of their requirements and objectives. You will also liaise and coordinate marketing efforts for ICs with product desk, provide support to the ICs in managing and monitoring clients' portfolios, gather information on economic, finance or investment matters for use by ICs, compile recommendation lists from various product teams to address client needs, coordinate meeting and training schedules for ICs, and participate in other duties and projects assigned.

This role requires a strong understanding of modern banking solutions and system architecture, basic banking and operational knowledge, knowledge of risk management, credit, operations, finance, compliance, and controls, good understanding of financial and investment markets, computer skills such as Excel macro, team player with good communication and interpersonal skills, and ability to think analytically and problem-solve across multiple dimensions.

Required Skills and Qualifications

  • Singapore 3M Group Full time

    Area Portfolio Marketing for Consumer Business Group Remote type: Hybrid Locations: KR, Seoul Teugbyeolsi; TH, Bangkok; AU, New South Wales, North Ryde; SG, Singapore Time type: Full time Posted on: 2 days ago Job requisition ID: R01138752 3 M has a long-standing reputation as a company committed to innovation. We provide the freedom to explore and...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Full time

    Job SummaryWe are seeking a highly skilled Strategic Business Leader to join our Consumer Banking Group. As a key member of our team, you will play a pivotal role in shaping the future of our Consumer Banking business.Key ResponsibilitiesMarket Analysis and Research: Conduct in-depth research on market trends, competitive landscape, and customer needs within...


  • Singapore DBS Bank Full time

    We are seeking a highly skilled Strategic Sales Director to lead our Consumer Banking Group.About DBS BankAs the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers realize their dreams and aspirations. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards,...


  • Singapore 3M Group Full time

    APAC Consumer Insights Manager for Consumer Business Group (APAC Marketing Centre), 3 M APAC Consumer Insights Manager for Consumer Business Group (APAC Marketing Centre), 3 M Apply remote type Hybrid locations SG, Singapore time type Full time posted on Posted 30+ Days Ago job requisition id R01138632 3 M has a long-standing reputation as a company...


  • Singapore DBS Bank Full time

    Job SummaryWe are seeking a skilled Strategic Project Manager to lead project governance for our Consumer Banking Technology team. The ideal candidate will have experience in managing project portfolios, developing project plans, and executing project milestones.Key ResponsibilitiesDevelop and execute project plans, including project milestones and...


  • Singapore DBS Bank Limited Full time

    Job Title: Digital Banking Specialist - Consumer Banking GroupAbout the Role:We are seeking a skilled Digital Banking Specialist to join our Consumer Banking Group. As a Digital Banking Specialist, you will be responsible for leading and managing consumer and wealth banking projects in key markets.Responsibilities:Lead and manage consumer and wealth banking...


  • Singapore DBS Bank Full time

    Role OverviewWe are seeking a highly skilled VP, Enterprise Architect, Consumer Banking Technology, Group Technology, to drive the strategic technology direction for our Consumer Banking division. As a key member of our Group Technology team, you will be responsible for leading the development and implementation of technology solutions that meet the evolving...


  • Singapore United Overseas Bank Full time

    Strategic Portfolio ManagerUnited Overseas Bank Limited seeks a Strategic Portfolio Manager to lead risk and decision making for Group Retail.About the RoleAs a key member of the Group Retail team, you will drive strategic portfolio management, identifying opportunities for growth and mitigating risks.ResponsibilitiesDevelop and implement strategic portfolio...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Limited Full time

    Business FunctionAs 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...


  • Singapore DBS Bank Limited Full time

    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...


  • Singapore DBS Bank Full time

    About the RoleDBS Bank is seeking a highly skilled Product Designer to join our Consumer Banking Group. As a Product Designer, you will play a key role in shaping the future of our digital banking solutions.Key ResponsibilitiesCollaborate with our research team to understand business goals and redefine problem statements.Work closely with product managers...


  • Singapore DBS Bank Limited Full time

    VP, Consumer Payments Product Manager, Consumer Banking Group VP, Consumer Payments Product Manager, Consumer Banking Group VP, Consumer Payments Product Manager, Consumer Banking Group Business Functions 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...


  • Singapore DBS Bank Limited Full time

    SVP, Investment Counsellor, Private Banking, Consumer Banking GroupSVP, Investment Counsellor, Private Banking, Consumer Banking Group Business FunctionAs 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...


  • Singapore DBS Bank Limited Full time

    AVP, Consumer Payments Product Manager, Consumer Banking Group 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,...


  • Singapore DBS Bank Full time

    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...