SVP/VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group

Business Function

DBS' Private Banking offers a one-stop, full-service touchpoint 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

• Collaborate with PBTPC Front Office (RMs and Investment Counsellors), CIO Office, and other stakeholders to market DPM and Managed Investment (MI) solutions managed under the CIO and DPM offices
• Engage Front Office to meet with end clients to position and market DPM and other in-house solutions
• Drive DPM & other in-house solutions AUM growth and sales
• Conduct presentation and training on DPM to both internal and external clients or stakeholders
• Liaise with CIO/DPM Communications Team on preparation of DPM proposals, marketing collaterals, announcements and other presentation deck
• Handle preparation of DPM standard and bespoke proposals, as and when required
• Co-ordinate with Portfolio Managers on the preparation of proposals, particularly bespoke materials, and presentation materials required for ad-hoc client presentations
• Handle queries from internal and external stakeholders and provide guidance on all DPM marketing related queries
• Posses entrepreneurial spirit to be able to drive business in collaboration with other BU though a 1-Bank approach.

Requirements

• Minimum 10 years of relevant work experience in marketing Managed Investment solutions to U/HNW and institutional clients
• Some asset management, portfolio management, portfolio advisory or securities trading experience will be added advantage
• In-depth knowledge of the 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
• 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.