About the role
AI summarisedThe Strategic Advisory Solutions (SAS) plays a crucial role in supporting Private Banking Relationship Managers (RMs) in providing tailored "One Bank Solution" to Ultra high-net-worth clients. This involves identifying suitable clients, understanding their requirements, and providing bespoke solutions leveraging DBS's Institutional Banking and Financial Markets capabilities.
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Key Responsibilities
- Understand UHNW client needs and tailor bespoke solutions across fund raising, M&A, and investment opportunities leveraging DBS's One Bank capabilities.
- Build trusted relationships with PB RMs by delivering successful client outcomes and expanding SAS impact.
- Identify market trends and originate Asia deal opportunities (including private markets and institutional products) to enhance DBS value proposition with UHNW clients.
- Effectively partner with IBG, GFM, and internal DBS teams to influence stakeholders and ensure seamless support for PB client objectives.
- Track client progress against key objectives, providing regular updates and insightful analysis to RMs and relevant stakeholders.
Requirements
- Bachelor's degree in business, Finance, Accounting, or a related field.
- CFA, MBA or other relevant professional certifications is highly preferred.
- 12+ years of experience in investment banking, corporate finance, or a related field, with a strong focus on M&A, financial markets (T&M), and/or capital markets.
- Experience working with UHNW clients or family offices is highly desirable.