SVP/VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group

DBS; Singapore; On-site; SGD 100,000 - 140,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced SVP/VP, Mandate Solutions Specialist. This role involves marketing Managed Investment solutions to U/HNW and institutional clients while driving business growth. The ideal candidate has at least 10 years of experience, a relevant finance degree, and excellent communication skills. If you're a team player with a proven track record in client engagement, this opportunity is for you.

Qualifications

• Minimum 10 years of relevant work experience in marketing to U/HNW and institutional clients.
• Experience in asset management or portfolio management is an advantage.
• In-depth knowledge of investment markets including equities, bonds, and mutual funds.

Responsibilities

• Collaborate with teams to market DPM and Managed Investment solutions.
• Drive AUM growth and sales.
• Conduct training on DPM for clients and stakeholders.

Skills

Marketing Managed Investment solutions

Client engagement

Investment strategy articulation

Team collaboration

Entrepreneurial spirit

Education

Relevant degree in finance, accountancy, or business

CFA or CAIA certification

Job description

Job Description - SVP/VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group (WD77857)

Job Description

SVP/VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group - ( WD77857 )

• Collaborate with PBTPC Front Office (RMs and Investment Counsellors), CIO Office, and other stakeholders to market DPM and Managed Investment (MI) solutions managed under the CIO and DPM offices
• Engage Front Office to meet with end clients to position and market DPM and other in-house solutions
• Drive DPM & other in-house solutions AUM growth and sales
• Conduct presentation and training on DPM to both internal and external clients or stakeholders
• Liaise with CIO/DPM Communications Team on preparation of DPM proposals, marketing collaterals, announcements and other presentation deck
• Handle preparation of DPM standard and bespoke proposals, as and when required
• Co-ordinate with Portfolio Managers on the preparation of proposals, particularly bespoke materials, and presentation materials required for ad-hoc client presentations
• Handle queries from internal and external stakeholders and provide guidance on all DPM marketing related queries
• Posses entrepreneurial spirit to be able to drive business in collaboration with other BU though a 1-Bank approach.

Requirements

• Minimum 10 years of relevant work experience in marketing Managed Investment solutions to U/HNW and institutional clients
• Some asset management, portfolio management, portfolio advisory or securities trading experience will be added advantage
• In-depth knowledge of the investment market, equities, bonds, mutual funds and private asset funds
• Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders
• Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales
• A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage
• Ability to travel on business trips as and when required