AVP / Senior Associate, Product Advisor (Managed Products), Private Banking

  • Competitive
  • Singapore
  • Permanent, Full time
  • DBS Bank Limited
  • 17 Feb 18 2018-02-17

See job description for details

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 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.


  • Meet revenue targets and products P & L
  • Portfolio Consultancy/Product Advisory to RMs and clients
  • Co-ordinate and distribute products
  • Support new product/ service initiatives/ launches/ collaborations
  • Update RMs on product strategy and market conditions
  • Prepare products collaterals, portfolio presentations and dissemination
  • Expand RM’s knowledge of Managed Products (DPM/ MF/ AI)
  • Conduct product training
  • Co-calling and joint meetings with RMs


No. of Years

  • Over 5 years

Technical Experience

  • Strong product knowledge of Mutual Funds and Alternative Investments
  • Good understanding of banking & financial knowledge
  • Good understanding of selling & regulatory requirements for Discretionary Portfolio Management, Mutual Funds and Alternative Investments
  • Good track record of product advisory in Funds and Alternative Investments & creation of investment strategies

Non-technical Experience

  • Team player
  • Good interpersonal & communication skills
  • Willing to coach, support, and work as team with marketing staff & other product arms of the bank in achieving sales target
  • Ability to listen & understand client’s requirements

Apply Now

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