Senior Portfolio Advisory - Unit Trusts & RM Coaching

DBS Bank Australia; Singapore; On-site; SGD 100,000 - 140,000; Full time

Job summary

DBS Bank Australia in Singapore is hiring for the position of VP/AVP, Portfolio Advisory within the Consumer Banking Group. This role focuses on providing portfolio advisory, particularly using Unit Trusts, and involves engagement with Relationship Managers to enhance their skills.

Candidates should have a degree in Finance or related fields and a minimum of 7 years in Portfolio Advisory. DBS is committed to building careers and fostering relationships in a dynamic banking environment.

Qualifications

• Minimum 7 years relevant experience in Portfolio Advisory or Investment Advisory.
• Deep investment knowledge of Unit Trusts and banking products.
• Self-starter with high motivation and team player mentality.

Responsibilities

• Engage RMs to drive the model fund portfolio approach.
• Contribute to in-house model portfolios of Unit Trusts.
• Monitor and review client portfolios and proposals.

Skills

Client relationship management

Presentation skills

Investment knowledge

Analytical skills

Education

Degree in Finance, Economics, Banking or related

Job description

DBS Bank Australia in Singapore is hiring for the position of VP/AVP, Portfolio Advisory within the Consumer Banking Group. This role focuses on providing portfolio advisory, particularly using Unit Trusts, and involves engagement with Relationship Managers to enhance their skills.

Candidates should have a degree in Finance or related fields and a minimum of 7 years in Portfolio Advisory. DBS is committed to building careers and fostering relationships in a dynamic banking environment.