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SVP / VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group
Job summary
A leading financial institution is looking for a Senior Vice President / Vice President to join its Mandate Solutions team within the Private Banking sector in Singapore. The ideal candidate will have over 10 years of experience marketing investment solutions to high-net-worth clients, in-depth market knowledge, and the ability to effectively communicate investment strategies. The role involves collaboration with various stakeholders to drive growth in assets under management and requires strong presentation skills.
Qualifications
- Minimum 10 years of relevant experience in marketing investment solutions.
- In-depth knowledge of the investment market, equities, and mutual funds.
- Ability to communicate investment strategies clearly.
Responsibilities
- Collaborate with Front Office to market DPM and Managed Investment solutions.
- Engage with clients to present DPM and in-house solutions.
- Drive sales and growth of DPM and other solutions.
- Conduct presentations and training on DPM.
Skills
Education
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
- 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.
- 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
Primary Location: Singapore-DBS Asia Central
Job: Product Management
Schedule: Regular
Employee Status: Full-time
Posted: Sep 26, 2025, 12:00 AM
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.