Financial Portfolio Manager

1 month ago

Singapore DBS Bank Limited Full time
Role Overview

We are seeking a highly skilled Financial Portfolio Manager to join our team in the Greater China market. As a key member of our Consumer Banking Group, you will be responsible for preparing investment proposals that meet clients' strategic asset allocation needs and risk profiles.

About Us

DBS Bank Limited is a leading bank in Asia, dedicated to helping our customers achieve their financial goals. Our Consumer Banking Group offers a comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans. We are committed to providing exceptional customer service and creating a dynamic work environment that supports your development and recognizes your achievements.

Key Responsibilities
  • Develop and implement investment strategies that align with clients' objectives and risk tolerance.
  • Collaborate with investment counsellors to enhance client relationships through a deep understanding of their requirements and goals.
  • Liaise with product desks to coordinate marketing efforts and ensure effective communication.
  • Provide support to investment counsellors in managing and monitoring clients' portfolios, identifying opportunities for growth and optimization.
  • Gather information on economic, finance, or investment matters to inform investment decisions.
  • Compile recommendations from product teams to address client needs and preferences.
  • Coordinate meeting and training schedules for investment counsellors to ensure seamless execution of tasks and projects.

Requirements

To succeed in this role, you must have:
  • Knowledge of modern banking solutions and system architecture.
  • Familiarity with basic banking and operational concepts.
  • A solid understanding of risk management, credit, operations, finance, compliance, and controls.
  • Good knowledge of financial and investment markets, with a focus on the Greater China market.
  • Computer skills, including proficiency in Excel macros (a plus).
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • The capacity to think analytically and solve problems across multiple dimensions.

What We Offer

In return for your expertise and dedication, we offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic and supportive environment that fosters your growth and recognizes your achievements. With DBS Bank Limited, you will have the chance to make a real impact in the lives of our customers and contribute to the success of our business.

  • Portfolio operations

    1 month ago

    Singapore Portfolio Verlag Full time

    Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include...

  • Portfolio Operations

    2 weeks ago

    Singapore Portfolio Verlag Full time

    Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include...

  • Strategic Portfolio Manager

    2 weeks ago

    Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    Unlock Your Potential as a Strategic Portfolio ManagerAre you driven to succeed in the world of finance? Do you have what it takes to build long-lasting relationships with clients and help them achieve their financial goals?We are seeking an experienced Financial Consultant/Senior Financial Consultant to join our team at Alpha Wealth Financial Advisers PTE....

  • Financial Portfolio Manager

    2 weeks ago

    Singapore ARTE AURA PTE. LTD. Full time

    Are you looking for a challenging role in financial portfolio management? As a Financial Portfolio Manager at ARTE AURA PTE. LTD., you will have the opportunity to work with a top global bank and make a real impact on investors' portfolios.Job Summary:We are seeking an experienced and motivated individual to join our team as a Financial Portfolio Manager. In...

  • Financial Portfolio Manager

    3 weeks ago

    Singapore KYUSHU INVESTMENTS HOLDINGS PTE. LTD. Full time

    Job OverviewKYUSHU INVESTMENTS HOLDINGS PTE. LTD. seeks a skilled Financial Portfolio Manager to conduct qualitative and quantitative research on various investment products and market trends.Estimated Salary RangeS$80,000 - S$120,000 per annum based on experience and qualifications.Key ResponsibilitiesConduct in-depth analysis of financial data and market...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    Prestige Corporate Services PTE. LTD. is seeking a skilled Financial Portfolio Manager to join our team.Estimated Salary: SGD 50,000 - SGD 70,000 per annumAbout the RoleThe successful candidate will be responsible for managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C). The role involves analyzing...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore ARTE AURA PTE. LTD. Full time

    Job OverviewThe role of a Financial Portfolio Manager at ARTE AURA PTE. LTD. involves representing a top global bank, handling portfolio construction and management, and providing updates on market movements to investors. The successful candidate will also be responsible for business development, onboard new investors, and attending investment monthly fund...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    Job Description:We are seeking a talented and ambitious individual to join our team as a Financial Portfolio Manager. This exciting opportunity will provide the successful candidate with the chance to develop their skills in investment analysis, risk management, and portfolio management.Key Responsibilities:To manage financial portfolios for corporate...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    We are seeking an ambitious Financial Portfolio Manager to join our team at Prestige Corporate Services PTE. LTD.About the Role:This is an exciting opportunity for a recent graduate or undergraduate to kick-start their career in finance. As a Financial Portfolio Manager, you will be responsible for managing financial and investment portfolios for corporate...

  • Financial Portfolio Manager

    1 month ago

    Singapore PSA International Full time

    Company OverviewPSA International is a leading cargo solutions provider that enables agile, resilient, and sustainable supply chains. With a diverse and global team, we drive supply chain transformation from Singapore and through our network of ports, logistics, and supply chain solutions.Job DescriptionWe are seeking a dynamic team player to support the VP...

  • Financial Portfolio Manager

    3 weeks ago

    Singapore ARTE AURA PTE. LTD. Full time

    Job OverviewWe are seeking a skilled Financial Portfolio Manager to join our team at ARTE AURA PTE. LTD.

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PEOPLE PROFILERS PTE. LTD. Full time

    About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team at People Profilers Pte Ltd.The ideal candidate will have a strong background in finance and investment, with a minimum of 3 years of experience in the industry.ResponsibilitiesManage financial portfolios and investments, including valuation and performance analysis.Liaise...

  • Financial Portfolio Manager

    3 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    About Prestige Corporate Services PTE. LTD.We are a leading corporate services provider dedicated to delivering exceptional wealth management solutions to our clients.Job Title: Finance Management TraineeA key member of our team, you will be responsible for managing financial and investment portfolios for corporate businesses (B2B) and individual clients...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    Job DescriptionWe are seeking a talented Financial Portfolio Manager to join our team at Prestige Corporate Services PTE. LTD.About the RoleThis entry-level position involves managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C). The focus is on Investment and Risk Management, with emphasis on providing...

  • Portfolio Manager and Financial Strategist

    2 weeks ago

    Singapore FP GLOBAL PTE. LTD. Full time

    At FP GLOBAL PTE. LTD., we are seeking a skilled Portfolio Manager and Financial Strategist to drive portfolio performance and support strategic investment decisions across the business.About UsWe are a rapidly expanding self-storage provider, backed by private equity, entering an exciting growth phase. As a key member of our team, you will work closely with...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PATHOLOGY AND CLINICAL LABORATORY PRIVATE LIMITED Full time

    Job Description:The successful candidate will be responsible for managing the financial portfolio of PATHOLOGY AND CLINICAL LABORATORY PRIVATE LIMITED, ensuring accuracy and efficiency in billing processes.Key Responsibilities:Prepare and generate tax invoicesCollect necessary information to generate tax invoicesProcess debit and credit notesIssue invoices...

  • Portfolio Manager

    3 weeks ago

    Singapore Kerry Consulting Pte Ltd Full time

    Unlock the potential of your career with Kerry Consulting Pte Ltd as a Portfolio Manager - Financial Growth. In this role, you will play a pivotal part in driving the company's investment team forward through its next phase of growth and beyond.About the RoleYou will work closely with senior leaders and report directly to the C-suite. As a Portfolio Manager,...

  • Financial Portfolio Strategist

    2 weeks ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    We are seeking a highly skilled Financial Portfolio Strategist to join our dynamic team at Summit Planners Crusaders Pte Ltd.About the RoleThis is an exciting opportunity to work with a leading One-Stop Integrated Financial Services Provider, dedicated to delivering innovative and comprehensive financial solutions to individuals and businesses.As a Financial...

  • Financial Portfolio Manager

    3 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    Job OverviewAs a Financial Portfolio Manager at PRESTIGE CORPORATE SERVICES PTE. LTD., you will play a vital role in managing financial and investment portfolios for corporate businesses and individual clients.Key Responsibilities:Develop and implement comprehensive wealth management strategies to maximize returns for clients.Analyze financial markets and...

  • Financial Portfolio Manager

    2 weeks ago

    Singapore PRESTIGE CORPORATE SERVICES PTE. LTD. Full time

    Job DescriptionWe are seeking a talented Finance Intern to join our team at PRESTIGE CORPORATE SERVICES PTE. LTD.About the RoleThis is an entry-level position that offers full-time and part-time opportunities for undergraduates and fresh graduates. The role involves managing financial and investment portfolios for corporate businesses (B2B) and individual...