About this role
Provide portfolio advisory to clients with a focus on Unit Trusts and drive the model fund portfolio approach. Engage and upskill Relationship Managers through coaching and training while attending client meetings to build customized proposals.
Requires a Bachelor's degree in Finance, Economics, or a related field with at least 7 years of experience in portfolio or investment advisory. Candidates must possess deep knowledge of Unit Trusts and excellent client relationship management skills.
What they're looking for
Portfolio AdvisoryFund ManagementInvestment AdvisoryUnit TrustsRelationship ManagementClient PresentationFinancial AnalysisPortfolio Rebalancing
Frequently asked questions
What does a VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group at DBS Bank do?
Provide portfolio advisory to clients with a focus on Unit Trusts and drive the model fund portfolio approach. Engage and upskill Relationship Managers through coaching and training while attending client meetings to build customized proposals. Requires a Bachelor's degree in Finance, Economics, or …
What skills does this VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group role need?
Key skills for this role include Portfolio Advisory, Fund Management, Investment Advisory, Unit Trusts, Relationship Management, Client Presentation.
How much does a VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group at DBS Bank pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group role?
You can apply directly on DBS Bank's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.