Job Description
Key Accountabilities
Assist Discretionary Portfolio Management (DPM) Portfolio Managers in implementing strategies across the DPM portfolios, address internal queries and any other matters.
Responsibilities
Trade-related activitiesPlan and place trades across several asset classes for all DPM clients in a timely and accurate mannerPerform trade allocation, FX transactions to ensure trades are properly settled Account opening / maintenance / closing activitiesEnsure that accounts are correctly set upUpdate any changes to the investment/ operating parameters of the account upon receipt of client instructions in a timely mannerPerform account closure, including liquidation / transfer process, outstanding fee payments, etc Handle internal queriesLiaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information Provide secretarial and administrative assistance, including: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 objectiveMaintenance of client records and follow up on outstanding documentationPreparation of account performance reviewsCoordination and taking of minutes at investment meetingsFollow-up with all regulatory reporting on a daily basis
Requirements
Bachelor’s Degree with at least 1-2 years’ experienceKnowledge 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 marketsComputer skills like Excel macro is a plusTeam player with good communication and interpersonal skillsGood interpersonal & communication skills.Ability to think analytically and problem solving across multiple dimensions.
Location:
DBS Asia Central
Job:
Product Support
Schedule:
Regular
Employee Status:
Full time