SVP / VP, Portfolio Advisor, Private Banking, Consumer Banking Group

DBS; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced portfolio advisor to join their Private Banking team. The role involves providing holistic investment solutions, conducting portfolio reviews, and building strong client relationships. Candidates should have a degree in finance or a related field, along with 7-10 years of relevant experience in investment advisory. Strong analytical and presentation skills are essential. This position offers competitive salary and benefits in a dynamic work environment.

Benefits

Competitive salary

Dynamic work environment

Professional development opportunities

Qualifications

• Minimum 7-10 years of relevant experience in Portfolio Advisory, Fund Sales, Investment Advisory, or Investment Research.
• Deep investment product knowledge across asset classes.
• Strong understanding of strategic asset allocation and core portfolio construction.

Responsibilities

• Provide best-in-class holistic portfolio advisory and solutions to clients.
• Engage RMs to drive core portfolio approach.
• Attend client meetings and conduct client profiling.

Skills

Client relationship management

Presentation skills

Analytical skills

Teamwork

Education

Degree in Finance, Economics, Banking or related discipline

CFA highly desired

Job description

Job Description

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.

Business Function

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

• This is an opportunity to join a strategically important team within the Private Bank
• Providing best‑in‑class holistic portfolio advisory and solutions to PBTPC clients, in close collaboration with the RMs
• Proactively engage RMs to drive the core portfolio approach across client segments through mutual funds, evergreen funds, DPM and in‑house portfolio solutions
• Attend client meetings, conduct client profiling, determine overall asset allocation and build customized multi‑asset core portfolio proposals for existing and prospective clients, based on client’s risk profile and preferences
• Proactive monitoring of clients’ portfolios, conducting regular portfolio reviews and rebalancing, within client’s portfolio context
• Deepen systemic conversion of in‑franchise cash AUM into portfolio investment AUM
• Contribute to the building, maintenance and monetization of the in‑house proprietary model portfolios made up of mutual funds and in‑house portfolio solutions
• Shape the strategic portfolio advisory journey through various strategic initiatives
• Take on ad‑hoc special projects where required
• Act in accordance with the bank’s legal and compliance frameworks, risk policies and procedures

Requirements

• Degree in Finance, Economics, Banking or a related discipline. CFA highly desired
• Minimum 7‑10 years of relevant experience in Portfolio Advisory/Fund Sales/Investment Advisory/Investment Research or related capacity
• Deep investment product knowledge across asset classes
• Strong understanding of strategic asset allocation and core portfolio construction
• Great client relationship management and excellent presentation skills
• Excellent stakeholder management and data‑driven mindset
• Able to strive both in a team as well as independently
• Self‑starter, motivated, resourceful, meticulous and analytical

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.