Senior Private Wealth Investment Advisor

DBS Bank; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

DBS Treasures Private Client (TPC) seeks experienced investment professionals to deliver advisory and investment services to high net worth clients in Singapore. You will collaborate with Relationship Managers to review portfolios, provide timely market insights, and execute investment strategies.

Ideal candidates have a Finance degree with CFA preferred, 5+ years in wealth/portfolio management, and strong analytical and communication skills to engage clients and colleagues effectively.

Qualifications

• Degree holder in Finance, Business or related discipline; CFA preferred.
• Strong knowledge of private banking products and solutions; deep expertise of NRIs markets.
• Analytical mind; able to interpret market trends.
• Excellent communication and interpersonal skills for client engagement.

Responsibilities

• Provide advisory and investment services in TPC to deliver high value service to high net worth clients.
• Jointly develop and maintain client relationships with Relationship Managers; provide market information and execution services.
• Partner with Relationship Managers to review client portfolios and develop investment strategies.
• Perform regulated activities and ensure compliance with bank and regulatory policies.

Skills

Analytical

Interpersonal skills

Communication skills

CFA (preferred)

Portfolio management

Education

Finance degree

CFA (preferred)

Job description

DBS Treasures Private Client (TPC) seeks experienced investment professionals to deliver advisory and investment services to high net worth clients in Singapore. You will collaborate with Relationship Managers to review portfolios, provide timely market insights, and execute investment strategies.

Ideal candidates have a Finance degree with CFA preferred, 5+ years in wealth/portfolio management, and strong analytical and communication skills to engage clients and colleagues effectively.