High Net Worth Investment Strategist

4 hours ago


Singapore DBS Bank Limited Full time
Transformative Wealth Management Opportunities

As a distinguished SVP, Investment Counsellor, Private Banking, Consumer Banking Group at DBS Bank Limited, you will be part of a dynamic team that empowers high net worth clients to achieve their financial aspirations.

Salary: Competitive salary and benefits package commensurate with experience and qualifications. Estimated annual salary range: SGD 180,000 - 250,000.

About the Role

In this pivotal position, you will be responsible for providing expert advisory and investment services to our esteemed clients, ensuring they receive top-notch professional service and exceptional value. Collaborating closely with Relationship Managers, you will jointly develop and maintain client relationships, provide timely market information, portfolio investment advice, and execution services.

  • Deliver bespoke investment strategies tailored to each client's unique needs and goals.
  • Analyse and review client portfolios to ensure optimal asset allocation and risk management.
  • Cultivate long-term partnerships with high net worth clients by offering premium wealth management solutions.
Requirements

To excel in this role, you must possess:

  • A degree in Finance, Business, or a related field, with CFA qualification being an advantage.
  • A minimum of 8 years of portfolio management experience, particularly in the High Net Worth wealth segment.
  • In-depth knowledge of financial markets, trends, and regulatory requirements.
  • A keen analytical mind, able to interpret complex data and make informed investment decisions.

Benefits: In addition to the competitive salary and benefits package, you will have the opportunity to work in a dynamic environment that fosters growth, recognition, and personal development.



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