Strategic Portfolio Consultant
7 days ago
DBS Bank Limited invites applications for a Portfolio Advisory Manager position within its Private Banking division. As a key member of our team, you will contribute to delivering exceptional client experiences through tailored portfolio advisory and solutions. With a focus on innovation and excellence, we aim to remain at the forefront of the banking industry.
Your Key Responsibilities
You will be responsible for:
- Providing best-in-class holistic portfolio advisory and solutions to our Private Banking clients.
- Working closely with Relationship Managers to drive the core portfolio approach across client segments.
- Developing customized multi-asset core portfolio proposals based on client risk profiles and preferences.
Requirements for Success
To excel in this role, you will need:
- A degree in Finance, Economics, Banking, or a related discipline.
- 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.
- Excellent client relationship management and presentation skills.
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