VP/SVP, Portfolio Advisor, Private Banking, Consumer Banking Group

3 weeks ago

Singapur, Singapore DBS Bank Full time

Join to apply for the VP/SVP, Portfolio Advisor, Private Banking, Consumer Banking Group role at DBS Bank .

**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 various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high-quality, timely, and extensive wealth management, investment, and financial solutions.

**Responsibilities**

  • This is an opportunity to join a strategically important team within the Private Bank.
  • Providing best-in-class holistic portfolio advisory and solutions to PBTPC clients, in close collaboration with the RMs.
  • Proactively engage RMs to drive the core portfolio approach across client segments through mutual funds, semi-liquids, DPM, and in-house portfolio solutions.
  • Attend client meetings, conduct client profiling, determine overall asset allocation, and build customized multi-asset core portfolio proposals for existing and prospective clients based on their risk profile and preferences.
  • Proactive monitoring of clients’ portfolios, conducting regular portfolio reviews and rebalancing within the client’s portfolio context.
  • Deepen systemic conversion of in-franchise cash AUM into portfolio investment AUM.
  • Contribute to the building, maintenance, and monetization of the in-house proprietary model portfolios made up of mutual funds and in-house portfolio solutions.
  • Shape the strategic portfolio advisory journey through various strategic initiatives.
  • Take on ad-hoc special projects where required.
  • Act in accordance with the bank’s legal and compliance frameworks, risk policies, and procedures.

**Requirements**

  • Degree in Finance, Economics, Banking, or a related discipline. CFA highly desired.
  • 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.
  • Great client relationship management and excellent presentation skills.
  • Excellent stakeholder management and data-driven mindset.
  • Able to work both in a team and independently.
  • Self-starter, motivated, resourceful, meticulous, and analytical.

**Apply Now**

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

**Primary Location:** Singapore-DBS Asia Central

**Job:** Product Sales

**Schedule:** Regular

**Job Type:** Full-time

**Job Posting:** Jul 22, 2025, 5:00:00 PM

Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Banking, Financial Services, and Investment Banking
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