SVP, Investment Counsellor, Private Banking, Consumer Banking Group

DBS; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A leading bank in Asia is looking for a professional to provide advisory and investment services in private banking. The role includes developing client relationships, providing market insights, and assisting in portfolio management. Candidates should have a degree in Finance, relevant portfolio management experience, and strong knowledge of investment products. The position offers a competitive salary and a supportive work environment.

Benefits

Competitive salary

Benefits package

Professional development opportunities

Qualifications

• Degree holder in Finance, Business or related discipline.
• Relevant expertise in portfolio management experience in financial institutions.
• Strong knowledge across all investment product classes.

Responsibilities

• Provide advisory and investment services in private banking.
• Develop and maintain client relationships with Relationship Managers.
• Assist Relationship Managers to review and monitor clients' portfolios.

Skills

Portfolio management experience

Knowledge of investment products

Good understanding of financial markets

Analytical mind

Self-driven

Team player

Education

Degree in Finance, Business or related discipline

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• Provide advisory and investment services in private banking to deliver professional and high value service to PB clients
• Jointly develop and maintain client relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients
• Assist Relationship Managers to review and monitor clients’ portfolios and develop appropriate investment strategies
• Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities

Requirements

• Degree holder in Finance, Business or related discipline
• Relevant expertise in portfolio management experience in financial institutions
• Strong knowledge across all investment product class
• Good understanding of financial and investment markets
• Self-driven, highly motivated and a team player
• Analytical mind and sensitive to financial market trends

Apply Now

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