Associate, Virtual Portfolio Relationship Manager, Credit Program – Small Medium Enterprises

🕒 June 27

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Logo of DBS Bank

DBS Bank

10,000+ employees

Founded 1968

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

DBS Bank is a leading Singapore-headquartered regional bank and financial services group operating across 19 markets in Asia. It positions itself as a digital- and AI-enabled bank focused on retail, corporate and wealth management services, emphasising responsible banking, innovation (digital banking, tokenised products) and strong financial performance. DBS is widely recognised for awards such as World’s Best Bank and Asia’s Best Digital Bank and highlights sustainability, scam defense, and customer-focused initiatives.

📋 Description

• Build a well-diversified portfolio within the IBG 4 segment • Manage and maintain a portfolio of virtual banking clients, providing personalized financial advisory and investment solutions • Proactively engage with clients to understand their financial goals, risk profiles, and investment preferences • Analyze client portfolios, identify opportunities, and recommend appropriate investment strategies • Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery • Monitor client portfolios and provide timely updates on market trends and performance • Resolve client inquiries and address concerns in a professional and efficient manner • Contribute to the development and implementation of virtual banking initiatives and best practices

🎯 Requirements

• Minimum 3-5 years of experience in wealth management, investment advisory, or a related field • Strong analytical and problem-solving skills with the ability to interpret financial data and make informed recommendations • Excellent communication and interpersonal skills to effectively engage with clients and cross-functional teams • Proficient in the use of financial analysis tools and portfolio management software • Demonstrated ability to work independently and as part of a team • Commitment to providing exceptional client service and maintaining high levels of customer satisfaction • Bachelors in finance / Economics/Commerce or MBA or CA

🏖️ Benefits

• We offer a competitive salary and benefits package • Professional advantages of a dynamic environment that supports your development and recognises your achievements

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