VP / AVP, Portfolio Advisory - DBS Treasures, Consumer Banking Group

Business Function:

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose:

This new role provides portfolio advisory to clients, with a focus on Unit Trusts as building blocks in a client's investment portfolio. Key focus is RM engagement and upskilling. The individual will be required to attend client meetings together with the Treasures Relationship Managers (TRMs).

Responsibilities: