Dpm Client Portfolio Manager
1 week ago
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today
Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore as a DPM Client Portfolio Manager (Vice President).
General Description:
The DPM Client Portfolio Management team is responsible for the front-to-back client experience for CIO Mandates - DPM clients. This includes production of the marketing and communications from client portfolio positioning, pitch books, documents to facilitate client portfolio performance reviews and after-sales. In addition, Client Portfolio Managers are responsible for the framework for DPM client service to ensure a seamless client experience.
Client Portfolio Managers would be key representatives for DPM to drive AUM growth and mandate penetration for Bank of Singapore.
Key soft skills for a Client Portfolio Manager: Confidence, Determination, Self-motivation, Strong time management skills, Ability to work effectively under pressure, strong team player and keen interest in and understanding of portfolio management for wealth management clients. Strong presentation and communication skills a must.
Main Duties:
- Together with DPM Portfolio Managers, understand clients' needs and craft solutions according to clients' risk appetite and preferences, through different asset classes including fixed income, equities and alternatives.
- Take charge of and lead the co-ordination of customized portfolio RFPs (request for proposals) and pitches, with various portfolio managers.
- Create, refresh and review marketing materials (pitch decks, review updates, marketing launches) regularly to ensure accuracy and relevance.
- Craft and refine the framework for portfolio reviews, and conduct reviews with clients on a regular basis, or whenever required.
- Drive AUM accumulation and growth through new mandates, and ensure AUM retention of existing clients
- Participate in meetings with and make presentations to key stakeholders (RMs, MI team, ICs etc.) to regularly update them on DPM activities, performance tracking and new launches.
**Qualifications**
Work Experience Requirements:
- Strong report writing, communication and presentation skills.
- Strong understanding of financial markets
- Proven track record in driving AUM growth preferable
- Proficient at Excel spreadsheet analytical development and utilization
- Preferably skills in quantitative methods of data analysis
- Familiarity with Blackrock Aladdin tools will be a plus.
Education Requirements:
- At least 7-10 years of portfolio management or managed investments advisory, sales and marketing experience, preferably in a Private Bank or Asset Management house.
- Familiarity with Blackrock Aladdin tools will be a plus.
-
Dpm Portfolio Manager
3 days ago
Singapore Bank of Singapore Full timeDPM Portfolio Manager (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we...
-
Dpm Portfolio Manager
3 days ago
Singapore Bank of Singapore Full timeDPM Portfolio Manager (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we...
-
Dpm Portfolio Manager
3 days ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Dpm Portfolio Manager
3 days ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Discretionary Portfolio Management
8 hours ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Discretionary Portfolio Management
1 day ago
Singapore Maybank Full time**JOB DETAILS** **Job Type** - Permanent **Position Level** - Senior Executive **Qualification** - Degree **Discipline** - Finance **Specialization** - Private Banking **Sector** - Private Wealth **Experience** - 5 - 8 years **Salary** - Undisclosed **JOB DESCRIPTION** - Overall responsibility for the discretionary portfolio management (DPM)...
-
Discretionary Portfolio Management
2 weeks ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Wealth Management
1 week ago
Singapore BNP Paribas Full time**POSITION PURPOSE**: The Senior Portfolio Manager /Portfolio Manager is part of DPM equity team and is mainly responsible for the global equity mandates. This include portfolio construction of the model portfolio, ensuring relative good performance and portfolio attribution of the portfolio. The Senior Portfolio Manager/PM has a secondary role to do...
-
Product Specialist
8 hours ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Senior Portfolio Manager
2 weeks ago
Singapore INVESTBANQ PTE. LTD. Full time**Responsibilities**: - Review clients portfolio regularly and suggest trade ideas, ideas for enhancement of portfolio return for clients and monitor portfolios for rebalancing purposes - Transpose portfolio manager’s orders to systems, making sure they are executed according to the procedures in place - Monitor adherence of funds and client portfolios to...
-
Wealth Management
2 days ago
Singapore BNP Paribas Full time**Position Purpose**: - The Senior Portfolio Manager /Portfolio Manager is part of DPM equity team and is mainly responsible for the global equity mandates. This include portfolio construction of the model portfolio, ensuring relative good performance and portfolio attribution of the portfolio - The Portfolio Manager has a secondary role to do portfolio...
-
12 Months Portfolio Analyst #EEF
4 days ago
Singapore RECRUIT EXPRESS PTE LTD Full timeRoles & ResponsibilitiesPreparing monthly DPM product updates via emails and Echonet. Supporting the reporting to central DPM. Assisting in risk control quarterly reporting and coordinating with the portfolio guardian. Preparing customized and standard investment proposals for DPM prospects. Creating portfolio review presentations for clients and...
-
Singapore RECRUIT EXPRESS PTE LTD Full timeRoles & ResponsibilitiesJob DescriptionPrepare monthly DPM product updates in both emails and echonet Support in the reporting to central DPM Support in risk control quarterly reporting and co-ordinate with portfolio guardian Preparing of customized and standard investment proposals to prospects of DPM Prepare portfolio review presentations for clients...
-
Singapore RECRUIT EXPRESS PTE LTD Full timeRoles & ResponsibilitiesJob DescriptionPrepare monthly DPM product updates in both emails and echonet Support in the reporting to central DPM Support in risk control quarterly reporting and co-ordinate with portfolio guardian Preparing of customized and standard investment proposals to prospects of DPM Prepare portfolio review presentations for clients...
-
Product Specialist, Managed Investment
5 days ago
Singapore Bank of Singapore Full time**Product Specialist, Managed Investment (Manager)** **-** **(**240001PR**)** **Description** Bank of Singapore opens doors to new opportunities. Start your career with Bank of Singapore as a **Product Specialist, Managed Investment (Manager))**. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We...
-
Portfolio Management Support
8 hours ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Associate Portfolio Analyst
1 week ago
Singapore Julius Baer Full timeAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Provide a high level of support to a team of Senior Portfolio Managers (“PMs”) in their day-to-day management of the...
-
Product Specialist, Managed Investment
1 week ago
Singapore Bank of Singapore Full timeProduct Specialist, Managed Investment (AVP/ VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...
-
Singapore Bank of Singapore Full timeProduct Specialist, Managed Solutions Advisory (Vice President) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...
-
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
