SVP, Investment Counsellor, Private Banking, Consumer Banking Group - Geylang

apartmentDBS Bank placeGeylang scheduleFull-time calendar_month7/8/25

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.

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 relationship 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
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