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.
Plan and place trades across several asset classes for all DPM clients in a timely and accurate manner
Perform trade allocation, FX transactions to ensure trades are properly settled
Account opening / maintenance / closing activities
Ensure that accounts are correctly set up
Update any changes to the investment / operating parameters of the account upon receipt of client instructions in a timely manner
Perform account closure, including liquidation / transfer process, outstanding fee payments, etc
Handle internal queries
Liaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information
Provide secretarial and administrative assistance, including :
Maintenance of a series of spreadsheets to monitor clients’ portfolio activity, including asset allocation, tactical asset allocation check, currency exposure, concentration risk, client restrictions, trades done, performance vs. long term objective
Maintenance of client records and follow up on outstanding documentation
Preparation of account performance reviews
Coordination and taking of minutes at investment meetings
Follow-up with all regulatory reporting on a daily basis
Bachelor Degree / Polytechnic diploma with background in Finance, Business, Economics preferred
Meticulous, organized and detail-oriented
Able to multi-task and prioritise independently
Team player with strong sense of responsibility
Experience in Wealth Management or Operations is a plus
Proficiency in Microsoft Excel, experience in using the Bloomberg terminal is a plus