Asset Allocation Strategist

5 days ago


Singapore DBS Bank Limited Full time

DBS Private Banking provides a one-stop, full-service touch-point for total banking requirements, catering to the unique needs of our clients.

Role and Responsibilities
  • As a Portfolio Management Specialist, the successful candidate will provide best-in-class holistic portfolio advisory and solutions to PBTPC clients, collaborating closely with Relationship Managers (RMs).
  • They will proactively engage RMs to drive the core portfolio approach across client segments through mutual funds, semi-liquids, Deposit Placement and Investment Plans (DPM), and in-house portfolio solutions.
  • The ideal candidate will attend client meetings, conduct client profiling, determine overall asset allocation, and build customized multi-asset core portfolio proposals for existing and prospective clients based on their risk profile and preferences.
  • Monitoring clients' portfolios, conducting regular portfolio reviews and rebalancing within the client's portfolio context, is critical to their success.
  • Deepening systemic conversion of in-franchise cash AUM into portfolio investment AUM is also a vital task.
  • The selected individual will contribute to the building, maintenance, and monetization of the in-house proprietary model portfolios composed of mutual funds and in-house portfolio solutions.
  • Shaping the strategic portfolio advisory journey through various strategic initiatives is another key responsibility.
  • Occasionally, they may take on ad-hoc special projects as required.
  • Throughout their tenure, they will adhere to the bank's legal and compliance frameworks, risk policies, and procedures.
Qualifications
  • A degree in Finance, Economics, Banking, or a related discipline is highly desired; CFA certification is a significant advantage.
  • 10 years of relevant experience in Portfolio Advisory/Fund Management/Investment Advisory/Investment Research or a related capacity is necessary.
  • The ideal candidate should possess deep investment product knowledge across various asset classes.
  • Strong understanding of strategic asset allocation and core portfolio construction is essential.
  • Great client relationship management and excellent presentation skills are necessary for success.
  • Excellent stakeholder management and data-driven mindset are also crucial.
  • Able to work both independently and as part of a team, the successful candidate should be a self-starter, motivated, resourceful, meticulous, and analytical.


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