AVP/Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management, Private Banking, Consumer Banking Group
Full-time
DBS Bank Ltd
Key Accountabilities
Assist Discretionary Portfolio Management (DPM) Portfolio Managers in implementing strategies across the DPM portfolios, address internal queries and any other matters.
Responsibilities1. Trade-related activities
- 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
- 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
- Liaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information
- 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’s Degree with at least 1-2 years’ experience
- Knowledge of modern banking solutions and system architecture.
- Basic banking and operational knowledge.
- Knowledge of risk management, credit, operations, finance, compliance and controls.
- Good understanding of financial and investment markets
- Computer skills like Excel macro is a plus
- Team player with good communication and interpersonal skills
- Good interpersonal & communication skills.
- Ability to think analytically and problem solving across multiple dimensions.
DBS Asia Central
Job:Product Support
Schedule:Regular
Employee Status:Full time
Vacancy posted 12 days ago
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