AVP, Portfolio Management, Discretionary Portfolio Management

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.

We are seeking a dynamic and experienced professional to join our Discretionary Portfolio Management (DPM) Team in Hong Kong. The incumbent will collaborate with private bankers to drive AUM growth through promoting mandate solutions.

Responsibilities

• Collaborate with Private Banking / Treasures Private Client Front Office (including RMs and Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions
• Work with a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement
• Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios
• Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles
• Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck
• Help handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries

Requirements

• Extensive work experience in marketing Managed Investment solutions to UHNW and institutional clients
• Experience in asset management, portfolio management, research or securities trading an added advantage
• In-depth knowledge of 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
• Excellent spoken and written communication skills in English, Mandarin and Cantonese
• 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

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.
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