Benjamin Dumke

Experience

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  VP Bank AG

  Sept 2007 - Mar 2015

  - Building the intermediaries business at VP Bank (Singapore) in a three man team. Successfully established the business and grew it to exceed of $700mil.- Advise HNWIs directly on allocation and market opportunities.- Liquidity and cash flow management, including hedging and FX strategies.- Balance sheet optimization, including overnight deposits and transaction financing.- Part of the bank-wide team to implement FATCA and new regulations seamlessly over several departments- Work closely with internal stakeholders, ie. Compliance, Operations and Finance to drive business. Show less

  • Relationship Manager Intermediaries and HNWI

    Oct 2009 - Mar 2015

  • Fund Broker

    Sept 2007 - Sept 2009
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  Swiss Asia

  Apr 2015 - Jan 2018

  Director, Wealth Management

  - Relationship Management and portfolio management for HNWI's.- Acquisition of new clients.- Negotiate SLAs with banks and third parties.- Account & liquidity management. Implementing cash flow strategies, including hedging, deposits and FX strategies.

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  Strafin Asia pte Ltd

  Jun 2018 - May 2019

  Director / Financial Advisor

  - Relationship management and portfolio advisory for HNWI's.- Account & liquidity management.- Structuring Succession Plans.- Acquisition of new clients.- Negotiate SLAs with banks and third parties.

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  St. James's Place Wealth Management – Asia

  Jun 2019 - Jan 2021

  Partner / Wealth Planner

  Bringing SJP's HNWI offering to Singapore, onboarding the first Singapore based clients.Wealth Management:Private Clients:- Relationship Management- Portfolio Construction- Retirement Planning- Legacy Planning- Insurance SolutionsCorporate Clients:- Relationship Management- Investment Solutions- Insurance Solutions- Legacy/Succession Planning

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  Aurous Capital Pte Ltd

  Apr 2021 - Feb 2022

  Director / EAM

  - Relationship management and portfolio advisory for HNWI's.- Structuring corporate setups and investment fund solutions.- Account & liquidity management.- Private Deals.- Negotiate SLAs with banks and third parties.- Supporting junior and transitioning RMs to the EAM setup

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  Rockstead Capital

  Feb 2022 - now

  Director / EAM

  - Relationship management and portfolio advisory for HNWI's.- Developing the investment strategy as part of a wider team.- Collaborate with Private Banks and Brokers on investment themes, ideas and account setup.- Account & liquidity management.- Private Deals.- Structuring corporate setups and investment fund solutions.