SVP, Investment Counsellor, Private Banking, Consumer Banking Group
DBS Private Banking provides a one-stop, full-service touch-point for total banking requirements and high-quality wealth management, investment and financial solutions for Asia-based clients.
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 relationships 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
Primary Location: Singapore-DBS Asia Central
Job: Product Sales
Schedule: Regular
Job Type: Full-time
Job Posting: Aug 20, 2025, 12:00:00 AM
Employment type: Full-time
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