SVP, Investment Counsellor, Private Banking, Consumer Banking Group-(WD75935)
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
Provide advisory and investment services in private banking to deliver professional and high value service to high net worth clientsJointly develop and maintain client relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clientsReview and monitor clients’ portfolios and develop appropriate investment strategies, working in partnership with the Relationship ManagersPerform regulated activities and ensure full compliance with policies, standards, guidelines and procedures laid down by the Bank and regulatory authoritiesRequirements
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 segmentSolid understanding of financial and investment marketsAnalytical mind and sensitive to financial market trends-en
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Primary Location
:Singapore-DBS Asia Central
Job
:Product Sales
Schedule
:Regular
Employee Status
:Full-time:
Job Posting
:Aug 6, 2025, 8:00:00 AM