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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.
Responsible for the review and selection of both traditional and alternative funds as well as the support of ongoing reviews by the Funds team
Work with both internal business units and external asset managers in delivering advisory communications and training
Providing investment advisory support as well as championing of fund products to relationship managers and clients
Maintaining the funds platform and monitoring recommendations, models and projects
Monitoring and updates on the performance of existing funds to help relationship managers to ensure that their clients investment expectations and goals are on track
Drive regional funds initiatives with a focus on North Asian markets
Degree holder with a minimum of 4 to 6 years of industry experience, preference to CFA candidate
Strong interest in developing product knowledge relating to funds & advisory
Strong Communication Skills, both written and speaking
Good understanding of bank operations, a s elf-starter with strong motivation
Team player & ability to work together with product, support team
Fluent in Mandarin (Putonghua), English and Cantonese speaker