About this role
Key Accountabilities Assist Discretionary Portfolio Management (DPM) Portfolio Managers in implementing strategies across the DPM portfolios, address internal queries and any other matters. Responsibilities 1. 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 2. Account opening / maintenance / closing activities
• 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 3. Handle internal queries
• Liaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information 4. 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 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 Requirements
• Bachelor's Degree with at least 1-2 years' experience • Possess CFA Level 1 certification • 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.
Location: DBS Asia Central Job: Product Support Schedule: Regular Employee Status: Full time