Portfolio Advisory Manager

4 days ago


Singapore DBS Bank Limited Full time
Company Overview
Digital transformation is reshaping the banking landscape. DBS Bank Limited remains at the forefront, leveraging technology to deliver unparalleled customer experiences. As a Portfolio Advisory Manager, you will play a pivotal role in shaping our Private Banking's future. Our commitment to innovation and excellence has earned us numerous accolades, including being named 'World's Best Bank' by Euromoney.

Salary and Benefits
We offer a competitive salary and benefits package that reflects your value to our organisation. Your hard work and dedication will be rewarded with opportunities for growth and professional development.

Job Description
As a Portfolio Advisory Manager, you will be responsible for providing best-in-class holistic portfolio advisory and solutions to our Private Banking clients. You will work closely with Relationship Managers to drive the core portfolio approach across client segments. This includes proactive engagement with RMs to develop customized multi-asset core portfolio proposals based on client risk profiles and preferences.

Responsibilities
  • Attend client meetings to conduct client profiling and determine overall asset allocation.
  • BUILD customized multi-asset core portfolio proposals for existing and prospective clients.
  • Proactively monitor clients' portfolios and conduct regular portfolio reviews and rebalancing within client context.
  • Deepen systemic conversion of in-franchise cash AUM into portfolio investment AUM.
  • Contribute to the building, maintenance, and monetization of in-house proprietary model portfolios made up of mutual funds and in-house portfolio solutions.
  • Shape strategic portfolio advisory journeys through various initiatives.

Required Skills and Qualifications
To succeed 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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