VP, Regional Investment Advisory & Strategic Project, 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.

Key Accountabilities

Understand and identify investment advisory needs in all 6 CBG locations.

Work with local product managers to scope out investment advisory needs over a 3 to 5 year period and prioritise builds.

Work with local product heads to restructure advisory teams so as to optimise client engagement and sharpen portfolio management.

Collaborate with regional and local technology teams to build relevant advisory tools and push out to locations in a timely manner.

Undertake relevant review to assess efficacy of advisory tools and take in feedback to improve future releases. Be able to clearly identify revenue lift from the introduction of advisory tools/team restructuring and track additional revenue generation on an ongoing basis.

Job Duties & Responsibilities

Develop a clear advisory roadmap for regional CBG as well as CBG locations together with local product heads. Such a roadmap will include both technology builds as well as restructuring of local advisory teams so as to optimise client engagement.

Obtain buy-in from senior management on regional and local roadmaps.

Work with regional and local teams to put in place a detailed action plan to build out advisory tools.

Engage Regional and local technology to build advisory tools.

Conduct regular reviews at the end of launch and implementation to solicit user feedback which will be incorporated into future releases. Track revenue lift

Requirements

Minimum 8 years of experience in a similar role demonstrating advanced understanding of Wealth Management products and services, with a technological bent.

Meticulous, driven and possess a strong appreciation of processes and exhibit the ability to take charge, lead and drive all functions to deliver business objectives in a fast-paced environment.

University/graduate degree in Business Administration, Finance, Accounting, Marketing or relevant discipline.

Have excellent interpersonal relationship skills, with an ability to carry himself/herself in senior executive meetings and presentations. The candidate should possess strong influencing skills with a collaborative mind-set and will need to engage stakeholders to aid country product teams in achieving the regional investment budget, development and long-term strategy plans.

Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements