Senior Investment Consultant

3 days ago


Singapore DBS Bank Limited Full time
About DBS Bank Limited
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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