Senior Associate Investment Counsellor Consumer Banking Group
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support relationship managers with investment products, review client portfolios, and maintain client engagement. You will grow mutual-fund assets and trail revenue, deliver investment and compliance training, share market knowledge, collect customer feedback, provide risk-aligned recommendations, and maintain regulatory compliance.
Requirements
- 7–10 years of client portfolio handling experience in banks or NBFCs
- Mutual fund distribution certification
- PMS certification
- MF, PMS, AIF, and investment product knowledge
- Debt, equity, and economy market knowledge
- Communication
- Presentation
- Interpersonal skills
- Willingness to travel
Responsibilities
- Own investment targets and grow mutual fund assets under management
- Deliver investment, Forex, AML, and product training
- Drive mutual fund volumes and investment-product activation
- Provide market and customer feedback for product improvement
- Disseminate product, market, and fund information
- Ensure fair dealing and regulatory compliance
- Build mutual fund assets and trail revenue
- Provide recommendations aligned with client risk profiles
- Review client portfolios periodically
- Keep relationship managers updated on market developments and products