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

DBS Bank Limited; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading bank in Singapore is seeking an experienced individual to market Managed Investment and DPM solutions. The role requires over 10 years of relevant experience in marketing to U/HNW and institutional clients, with an emphasis on collaboration with stakeholders for driving assets under management sales. A strong background in investment markets and effective communication skills are essential. A relevant degree and CFA or CAIA is preferred for this exciting opportunity.

Qualifications

• 10+ years of experience in marketing Managed Investment solutions to U/HNW and institutional clients.
• Knowledge in asset management, portfolio management, or securities trading is an advantage.
• Strong understanding of investment market across various asset classes.

Responsibilities

• Collaborate with Front Office and stakeholders to market DPM and Managed Investment solutions.
• Engage with clients to promote DPM and in-house solutions.
• Drive assets under management growth and sales.
• Conduct presentations and training on DPM to clients and stakeholders.

Skills

Marketing Managed Investment solutions

Asset management experience

Investment market knowledge

Effective communication

Team collaboration

Education

Relevant degree in finance, accountancy, or business

CFA or CAIA

Job description

Job Description

• 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 through 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