Investment Product Specialist

5 days ago


Singapore DBS Bank Limited Full time
Unlock Your Potential as a Portfolio Advisory Manager

DBS Bank Limited offers an exciting opportunity for a talented individual to join our Private Banking team as a Portfolio Advisory Manager. In this pivotal role, you will play a key part in shaping the future of wealth management and contributing to our company's continued success. With a strong focus on innovation and excellence, we aim to deliver exceptional client experiences through tailored portfolio advisory and solutions.

Your Key Responsibilities
You will be responsible for:
  • Providing best-in-class holistic portfolio advisory and solutions to our Private Banking clients.
  • Working closely with Relationship Managers to drive the core portfolio approach across client segments.
  • Developing customized multi-asset core portfolio proposals based on client risk profiles and preferences.

What You'll Need to Succeed
To excel in this role, you will require:
  • 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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