SVP, Investment Counsellor, Private Banking, Consumer Banking Group

300005 Chief Executive's Office_00002555; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Senior Vice President, Investment Counsellor in its Private Banking division. The successful candidate will provide high-value advisory and investment services to high net worth clients, develop and maintain relationships, and ensure compliance with all regulatory standards. Candidates should possess a degree in Finance or related fields with 10-15 years of experience in portfolio management. The role offers a competitive salary and a dynamic work environment.

Benefits

Competitive salary and benefits package

Dynamic work environment for professional development

Qualifications

• 10 to 15 years of portfolio management experience in financial institutions.
• Strong understanding of financial and investment markets.
• Analytical mind sensitive to financial market trends.

Responsibilities

• Provide advisory and investment services to high net worth clients.
• Develop and maintain client relationships with Relationship Managers.
• Monitor clients’ portfolios and develop appropriate investment strategies.
• Ensure compliance with banking and regulatory policies.

Skills

Portfolio management

Financial market analysis

Client relationship management

Education

Degree in Finance, Business or related discipline

Job description

Job Description - SVP, Investment Counsellor, Private Banking, Consumer Banking Group (WD72146)

SVP, Investment Counsellor, Private Banking, Consumer Banking Group - ( WD72146 )

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.

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Provide advisory and investment services to deliver professional and high value service to high net worth clients
• Jointly develop and maintain client relationships with Relationship Managers, and provide prompt market information, portfolio investment advice and execution services to Relationship Managers and clients
• Partner 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
• At least 10 to 15 years of portfolio management experience in financial institutions
• Good understanding of financial and investment markets
• 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.