DBS Bank

AVP, Portfolio Management, Discretionary Portfolio Management

Hong Kong SAR China · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerDBS Bank
LocationHong Kong SAR China
Work styleWork style not stated
Employment typeFull time
Employer posted3 Sep 2026

Business Function

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.

We are seeking a dynamic and experienced professional to join our Discretionary Portfolio Management (DPM) Team in Hong Kong. The incumbent will collaborate with private bankers to drive AUM growth through promoting mandate solutions.

Show full description

Responsibilities

- Collaborate with Private Banking / Treasures Private Client Front Office (including RMsand Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions

- Work with a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement

- Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios

- Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles

- Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck

- Help handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries

Requirements

- Extensive work experience in marketing Managed Investment solutions to UHNW and institutional clients

- Experience in asset management, portfolio management, research or securities trading an added advantage

- In-depth knowledge of investment market, equities, bonds, mutual funds and private asset funds

- Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders

- Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales

- Excellent spoken and written communication skills in English, Mandarin and Cantonese

- A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage

- Ability to travel on business trips as and when required

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

-en

Location:

The Center

Job:

Product Management

Schedule:

Regular

Employee Status:

Full time

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.