Portfolio Advisory Specialist

Company OverviewDigital transformation is reshaping the banking landscape. DBS Bank Limited remains at the forefront, leveraging technology to deliver unparalleled customer experiences. As a Portfolio Advisory Manager, you will play a pivotal role in shaping our Private Banking's future. Our commitment to innovation and excellence has earned us numerous...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

Roles & ResponsibilitiesJob DescriptionHavend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients' interest comes first. We are looking for self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in...

Roles & ResponsibilitiesAs we expand our business at BYD by 1826, we are looking for an In-House Mortgage Advisory Specialist to provide expert mortgage solutions. This role is crucial in helping the Company secure the best financing options while ensuring a seamless and efficient mortgage process. Unlike external advisors, you will work directly within our...

Roles & ResponsibilitiesInvestment Operations ExecutiveWorking Location: Mountbatten Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi) Working Days: Monday - Friday Salary Range: S$ 3,500 - 4,000Job IntroductionWe are a local sizeable Financial Advisory firm licensed by MAS. We are lookingfor an Investment Operations Executive...

Pivotal Role in Shaping Private Banking's FutureDBS Bank Limited invites applications for a Portfolio Advisory Manager position within its Private Banking division. As a key member of our team, you will contribute to delivering exceptional client experiences through tailored portfolio advisory and solutions. With a focus on innovation and excellence, we aim...

Roles & ResponsibilitiesInvestment Operations Executive Working Location: Mountbatten Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi) Working Days: Monday - Friday Salary Range: S$ 3,500 - 4,000Job IntroductionWe are a local sizeable Financial Advisory firm licensed by MAS. We are lookingfor an Investment Operations Executive...

Roles & ResponsibilitiesWe are looking for a Mortgage Advisory Specialist for our client to provide expert mortgage solutions.Key Responsibilities:Work closely with sales teams to offer mortgage solutions that enhance experience. Assist clients in securing the best mortgage solutions based on their financial goals. Provide expert advice on loan options,...

Roles & ResponsibilitiesJob SummaryResponsible for managing investment portfolios on behalf of clients, making informed investment decisions, and ensuring alignment with clients' financial goals and objectives.Key Responsibilities1. Portfolio Construction: Develop and implement investment strategies, selecting suitable assets and allocating investments...

Roles & ResponsibilitiesJob DescriptionHavend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients’ interest comes first. We are looking for self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in...

About DBS TreasuresAt DBS Treasures, we believe in providing a seamless and all-encompassing banking experience to our clients. Our comprehensive offerings include investments, legacy planning, and bancassurance solutions. Our team of experts provides personalized advice and support to help clients navigate the ever-evolving financial landscape.We are...

Roles & ResponsibilitiesOur client, a global professional services provider, is expanding its Advisory team. In this role, you will be responsible for carrying out fraud investigations and compliance reviews across a portfolio of clients.To be eligible for this role you will require:Bachelor's Degree in Accounting At least 3 years of relevant experience in...

Roles & ResponsibilitiesWe are currently partnered with a growing professional services firm, who are expandin their Forensic Advisory team. In this role, you will be responsible for carrying out fraud investigations and compliance reviews across a portfolio of clients.Qualifications:Bachelor's Degree in Accounting At least 3 years of relevant experience in...

Roles & ResponsibilitiesJob Details To provide support to Portfolio Analysts on the implementation of investment advice to Albourne clientsJob RequirementsAccountabilities:•Assist in the delivery of Albourne's advisory service.•Under the oversight of Portfolio Analysts, actively monitor client portfolios with reference to performance, risk, exposures,...

Roles & ResponsibilitiesTitle : (JCST) Joint Committee on Specialist Training ExecutiveLocation: Kim Keat Rd, Singapore 328836 (Balestier)Working days: 5 days (Mon - Fri) Working time: 830am-6pm (Mon-Thurs) ; 830am - 530pm (Fri)Salary: $3300 - $3600Overview:The Joint Committee on Specialist Training (JCST) is appointed by the Specialist Accreditation Board...

Roles & ResponsibilitiesWe are seeking a highly motivated Product Specialistto join our Discretionary Portfolio Management (DPM) and Investment Advisory team. The successful candidate will support portfolio managers in managing discretionary mandates by preparing investment pitchbooks, monitoring portfolio positions, ensuring compliance with investment...

Roles & Responsibilities Location: Kim Keat Rd (Balestier) Working days: 5 days (Mon - Fri) Working time: 830am-6pm (Mon-Thurs) ; 830am - 530pm (Fri) Salary: $3300 - $3600Overview:The Joint Committee on Specialist Training (JCST) is appointed by the Specialist Accreditation Board to oversee the accreditation of training departments and institutions in...

About the RoleWe're seeking an experienced Wealth Management Specialist to join our team in Singapore. As a key player, you'll have the opportunity to leverage your expertise in sophisticated investment products, portfolio management, and financial planning concepts to drive growth and success for our high net-worth clients.Your strong understanding of...

Roles & ResponsibilitiesKey ResponsibilitiesSupporting Business Advisory & Resilience team in the delivery of projects and professional assignments including net zero carbon assessments, environmental due diligence and ESG digital transformation. Undertake site inspections and monitoring report. Conduct research and benchmarking studies.Tell employers what...