SVP, Strategic Advisory Solutions, Private Banking, Consumer Banking Group
Job Summary: The Strategic Advisory Solutions (SAS) plays a crucial role in supporting Private Banking Relationship Managers (RMs) in providing tailored "One Bank Solution” to Ultra high-net-worth clients. This involves identifying suitable clients, understanding their requirements, and providing bespoke solutions leveraging DBS's Institutional Banking and Financial Markets capabilities.
Responsibilities:
Bespoke Solutions & Engagement: Understand UHNW client needs, and tailor solutions to engage clients across fund raising, M&A and bespoke investment solutions leveraging DBS's One Bank capabilities (Global Financial Markets, Institutional Banking, Strategic Advisory Group).
Client Engagement: Build trusted partnership with RMs by providing strategic insights and expertise to their clients, ensuring a deep understanding of their overall business/investment goals, and delivering PB outcomes (AUM, Investment Product Revenue).
RM Coverage and Impact: Building trusted relationships with PB RMs by delivering successful client outcomes and expanding SAS impact.
Deal Origination: Identify market trends and originate Asia deal opportunities (including private markets and institutional products) to enhance DBS value proposition with the UHNW clients.
Cross-Functional Collaboration: Effectively partner with IBG, GFM, and internal DBS teams and influence stakeholders to ensure seamless support and achievement of PB client objectives.
Follow up: Track client progress against key objectives, providing regular updates and insightful analysis to RMs and relevant stakeholders.
Requirements:
Bachelor's degree in business, Finance, Accounting, or a related field. CFA, MBA or other relevant professional certifications is highly preferred.
12+ years of experience in investment banking, corporate finance, or a related field, with a strong focus on M&A, financial markets (T&M), and/or capital markets. Experience working with UHNW clients or family offices is highly desirable.
Ability to build rapport, trust, and lasting working relationships with RMs and UHNW clients and engage effectively is paramount. Strong interpersonal, problem solving and presentation skills are essential.
Ability to influence stakeholders across various departments within Private Banking (PB), Institutional Banking Group (IBG), and Capital Markets to ensure seamless execution of client solutions and achieve optimal outcomes.
Ability to understand risk issues and connect the dots to provide bespoke solutions for client requirements by leveraging DBS's product partners.
Strong professional network with Asian private equity, private credit and financial sponsors is highly desirable.
For this particular role, specific focus will be to cover the North Asia market. One is expected to have knowledge of high net-worth clients in this region.