VP of Investment Solutions

5 days ago


Singapore DBS Bank Limited Full time
DBS Private Banking: Shaping the Future of Wealth Management

DBS Bank Limited is at the forefront of digital transformation in banking. Our Private Banking arm offers a one-stop, full-service touchpoint for total banking requirements. We have a team of dedicated, experienced investment advisors who identify opportunities in various asset classes and employ the best strategies and product vehicles to cater to each client's needs. With partnerships within the DBS network and global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing high-quality, timely, and extensive wealth management, investment, and financial solutions.

Responsibilities of a Portfolio Advisory Manager
The successful candidate will be responsible for providing best-in-class holistic portfolio advisory and solutions to our Private Banking clients. This includes:
  • Attending client meetings to conduct client profiling and determine overall asset allocation.
  • BUILDing customized multi-asset core portfolio proposals for existing and prospective clients.
  • Proactively monitoring clients' portfolios and conducting regular portfolio reviews and rebalancing within client context.
  • Deepening systemic conversion of in-franchise cash AUM into portfolio investment AUM.

What You'll Need to Succeed
To excel in this role, you will require:
  • 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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