About the role
AI summarisedProvide expert portfolio advisory to high-net-worth clients within the DBS Treasures segment, focusing on Unit Trusts as core components of investment portfolios. This role involves driving relationship manager (RM) engagement, upskilling the team, and developing customized investment strategies.
BankingOnsite
Key Responsibilities
- Proactively engage Relationship Managers (RMs) to drive the model fund portfolio approach.
- Utilize existing bank portfolio tools during RM engagement to deepen the conversion of cash AUM into investment AUM.
- Contribute to the development and maintenance of proprietary in-house model portfolios composed of Unit Trusts.
- Attend client meetings with TRMs to build customized multi-asset portfolio proposals based on client risk profiles and preferences.
- Monitor client portfolios proactively, conduct reviews, and manage rebalancing when necessary.
- Perform all regulated activities in strict compliance with bank policies, standards, and country regulatory guidelines.
Requirements
- Proven ability to provide high-level portfolio advisory services.
- Strong understanding of investment products, particularly Unit Trusts.
- Experience in driving sales or adoption of model fund approaches.
- Ability to train and coach financial relationship managers.
- Knowledge of portfolio construction, risk profiling, and asset allocation.
- Commitment to regulatory compliance in financial services.