Portfolio Advisory Specialist
3 weeks ago
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their financial goals. Our comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, enables us to provide tailored solutions for our customers at every life stage.
This role involves providing portfolio advisory services to clients, with a focus on Unit Trusts as key components in their investment portfolios. The successful candidate will engage with Relationship Managers (RMs) to drive the model fund portfolio approach, conduct regular coaching and training sessions, and utilize existing bank portfolio tools to enhance RM engagement.
Key Responsibilities:
- Proactively engage RMs to drive the model fund portfolio approach and conduct regular coaching and training sessions.
- Deepen the conversion of in-franchise cash AUM into portfolio investment AUM.
- Contribute to the development and maintenance of in-house proprietary model portfolios composed of Unit Trusts.
- On a selective basis, attend client meetings with TRMs to create customized multi-asset portfolio proposals based on client risk profiles and preferences.
- Perform regulated activities in full compliance with country policies, standards, and guidelines as laid down by the Bank and country regulatory authorities.
Requirements:
- Degree holder in Finance, Economics, Banking, or a related discipline.
- Minimum 7 years of 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.
- Excellent client relationship management and presentation skills.
- Self-starter, highly motivated, and a team player.
- Analytical mind and sensitivity to financial market trends.
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