About the role
VP/SVP, Portfolio Advisor, Strategic Portfolio Advisory, Private Banking, Consumer Banking Group at DBS, Singapore. Provide holistic portfolio advisory and solutions to PBTPC clients in collaboration with RMs. Proactively engage RMs to drive core portfolio approach, attend client meetings, conduct profiling, and build
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Key Responsibilities
- Provide best-in-class holistic portfolio advisory and solutions to PBTPC clients.
- Proactively engage RMs to drive the core portfolio approach.
- Attend client meetings, conduct client profiling, and determine asset allocation.
- Build customized multi-asset core portfolio proposals.
- Monitor client portfolios, conduct regular reviews, and rebalancing.
- Deepen systemic conversion of in-franchise cash AUM into portfolio investment AUM.
Requirements
- Degree in Finance, Economics, Banking or related discipline; CFA highly desired.
- Minimum 7-12 years of relevant experience in Portfolio Advisory/Fund Sales/Investment Advisory/Investment Research.
- 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.