Strategic Portfolio Advisor
3 weeks ago
As the leading bank in Asia, DBS Consumer Banking Group occupies a unique position to help our clients realise their goals and ambitions. With a comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide unparalleled support for each client's unique needs at every stage of life.
About the Role
This high-calibre investment counsel role offers the opportunity to leverage extensive wealth management expertise to deliver exceptional service to discerning private banking clients.
- The ideal candidate will provide expert advisory and investment services in private banking, crafting tailored portfolios to meet individual client needs and preferences.
- Jointly developing and maintaining key relationships with Relationship Managers, providing timely market insights, portfolio advice, and execution services to both Relationship Managers and clients.
- Reviewing and monitoring clients' portfolios, collaborating with Relationship Managers to develop strategic investment plans that align with each client's goals.
In this dynamic and challenging role, you will play a pivotal part in ensuring seamless compliance with regulatory requirements and internal policies.
What We Offer
We offer an attractive salary and benefits package, along with a stimulating work environment that fosters growth, recognises achievements, and provides continuous opportunities for professional development.
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