Strategic Portfolio Consultant

7 days ago


Singapore DBS Bank Limited Full time
Pivotal Role in Shaping Private Banking's Future

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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