SVP, Investment Counsellor, Private Banking, 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 provide tailored investment advice and asset allocation strategies to Private Banking clients. You will partner with Relationship Managers to understand client needs, present market outlooks and grow portfolios. You will share market insights and investment ideas across equities, fixed income, structured products and alternatives, monitor portfolios against client risk profiles, and ensure compliance with regulations.
Requirements
- Substantial experience in investment advisory, portfolio management or wealth management in private banking
- Deep understanding of global financial markets, macroeconomic trends and asset classes
- Strong analytical skills
- Excellent interpersonal and presentation skills with ability to build trust with high-net-worth clients
- Relevant professional qualifications (such as CFA or CFP) and regulatory certifications
- Track record of working with relationship management teams
Responsibilities
- Provide customised investment advisory and portfolio asset allocation strategies to Private Banking clients
- Partner with Relationship Managers to identify client needs, present market outlooks and drive portfolio growth
- Deliver market insights, product updates and investment ideas across multi-asset classes
- Monitor client portfolios for alignment with risk profiles, objectives and market developments
- Ensure advisory activities adhere to regulatory, compliance and risk policies
