VP Investment Counsellor, Private Banking, Consumer Banking Group

CFA Institute; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial services company in Singapore seeks an experienced Private Banking Advisor to provide high-value services to high net worth clients. You will develop client relationships, monitor investment portfolios, and ensure compliance with regulatory standards. The ideal candidate has a degree in Finance or Business and at least 8 years of portfolio management experience. A CFA qualification is advantageous. This role offers a competitive salary and dynamic work environment.

Benefits

Competitive salary

Benefits package

Professional development opportunities

Qualifications

• Minimum 8 years of experience in portfolio management for high net worth clients.
• Solid understanding of financial and investment markets.
• Analytical mind and sensitivity 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 policies and regulatory standards.

Skills

Portfolio management

Client relationship management

Financial market analysis

Education

Degree holder in Finance, Business or related discipline

CFA qualification

Job description

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 in private banking to deliver professional and high value service to high net worth clients
• Jointly develop and maintain client relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients
• Review and monitor clients' portfolios and develop appropriate investment strategies, working in partnership with the Relationship Managers
• Perform regulated activities and ensure full compliance with policies, standards, guidelines and procedures laid down by the Bank and regulatory authorities

Requirements

• Degree holder in Finance, Business or related discipline. CFA qualification is an advantage.
• Minimum 8 years of portfolio management experience for the High Net Worth wealth segment
• Solid 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.