VP, Portfolio Counsellor, Private Banking, Consumer Banking Group VP, Portfolio Counsellor, Private Banking,  …

DBS Bank Limited
in Singapore
Permanent, Full time
Be the first to apply
Competitive
DBS Bank Limited
in Singapore
Permanent, Full time
Be the first to apply
Competitive
VP, Portfolio Counsellor, Private Banking, Consumer Banking Group
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.
Responsibilities
  • This is a front-line role providing holistic portfolio advisory to Private Banking clients, in close collaboration with the RMs
  • Proactively engage RMs to drive the core portfolio approach across their clients
  • 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 client's risk profile and preferences
  • Proactive monitoring of clients' portfolios, conducting regular portfolio reviews and rebalancing, within client's portfolio context
  • Deepen systemic conversion of in-franchise cash AUM into portfolio investment AUM
  • Contribute to the building and maintenance of in-house proprietary model portfolios made up of mutual funds and in-house portfolio solutions
  • Promote, educate and train RMs on holistic portfolio investment approach
  • Take on ad-hoc 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
  • Deep investment product knowledge across asset classes
  • Outstanding client relationship management and excellent presentation skills
  • Excellent stakeholder management
  • Able to strive both in a team as well as independently
  • Self-starter, motivated, resourceful, meticulous and analytical
  • Advanced proficiency in Business Mandarin is highly desirable for this role for effective communication with Mandarin-speaking clients and/or counterparts
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