Senior Investment Consultant
3 days ago
DBS Bank Limited is a leading financial institution in Asia, dedicated to helping its clients achieve their financial goals. Our Private Banking division offers a comprehensive range of wealth management services, including portfolio advisory, investment research, and asset allocation.
VP of Portfolio Advisory Role
This senior role involves providing high-level portfolio advisory services to select clients, leveraging extensive knowledge of investment markets and products. The successful candidate will have a strong track record of driving growth and delivering results, with a deep understanding of strategic asset allocation and core portfolio construction.
Key Accountabilities
- Develop and maintain in-depth knowledge of investment markets and products.
- Provide bespoke portfolio advice and solutions to clients, aligned with their risk profiles and preferences.
- Leverage expertise in strategic asset allocation and core portfolio construction to drive portfolio growth and optimize returns.
- Collaborate with RMs to identify opportunities for portfolio expansion and deepen relationships with key clients.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Qualifications and Experience
- Advanced degree in Finance, Economics, Banking or related discipline; CFA highly desired.
- Minimum 10 years of experience in Portfolio Advisory/Fund Management/Investment Advisory/Investment Research or related capacity.
- Proven track record of driving growth and delivering results in a fast-paced environment.
- Extensive knowledge of investment markets and products.
- Strong analytical and problem-solving skills, with ability to think critically and strategically.
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