SVP, Investment Counsellor, Private Banking, Consumer Banking Group

DBS Bank Ltd; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

DBS Bank Ltd, DBS Asia Central, is seeking a Product Sales professional to provide customized investment advisory and portfolio asset allocation strategies to Private Banking clients, aligning with their objectives.

You will partner closely with Relationship Managers to identify client needs, present market outlooks, and drive portfolio growth, while delivering timely insights across equities, fixed income, structured products and alternatives.

Qualifications

• Substantial experience in investment advisory, portfolio management, or wealth management within a private banking environment.
• Deep understanding of global financial markets, macroeconomic trends, and diverse asset classes.
• Strong analytical skills with the ability to translate complex market data into actionable investment strategies.
• Excellent interpersonal and presentation skills, with a proven ability to build trust and influence high-net-worth clients.
• Relevant professional qualifications (such as CFA or CFP) and required regulatory certifications.
• Collaborative mindset with a track record of working effectively with relationship management teams to achieve business goals.

Responsibilities

• Provide customized investment advisory and portfolio asset allocation strategies to Private Banking clients to meet their financial objectives.
• Partner closely with Relationship Managers to identify client investment needs, present market outlooks, and drive portfolio growth.
• Deliver timely market insights, product updates, and investment ideas across multi-asset classes, including equities, fixed income, structured products, and alternatives.
• Monitor client portfolios proactively to ensure alignment with risk profiles, investment objectives, and market developments.
• Ensure all investment advisory activities adhere strictly to regulatory standards, compliance guidelines, and internal risk management policies.

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.

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 customized investment advisory and portfolio asset allocation strategies to Private Banking clients to meet their financial objectives.
• Partner closely with Relationship Managers to identify client investment needs, present market outlooks, and drive portfolio growth.
• Deliver timely market insights, product updates, and investment ideas across multi-asset classes, including equities, fixed income, structured products, and alternatives.
• Monitor client portfolios proactively to ensure alignment with risk profiles, investment objectives, and market developments.
• Ensure all investment advisory activities adhere strictly to regulatory standards, compliance guidelines, and internal risk management policies.

Requirements

• Substantial experience in investment advisory, portfolio management, or wealth management within a private banking environment.
• Deep understanding of global financial markets, macroeconomic trends, and diverse asset classes.
• Strong analytical skills with the ability to translate complex market data into actionable investment strategies.
• Excellent interpersonal and presentation skills, with a proven ability to build trust and influence high-net-worth clients.
• Relevant professional qualifications (such as CFA or CFP) and required regulatory certifications.
• Collaborative mindset with a track record of working effectively with relationship management teams to achieve business goals.

Location

DBS Asia Central

Job

Product Sales

Schedule

Regular

Employee Status

Full time