Investment Product Specialist
5 days ago
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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