Discretionary Portfolio Counsellor

2 weeks ago

Singapore Huddleston Jones Full time

**Job details**:
**Key responsibilities**
- Engage in marketing activities to high net worth clients and relationship managers
- Support relationship managers to provide consultative multi asset class Managed Investment Solutions such as discretionary programs, both standard and bespoke mandates
- Provide individual trainings to relationship managers, as well as timely products and market updates
- Play a key role in tailor making investment proposals for high net worth clients
- Involve in projects related to new product development and maintenance. Act as a liaison between internal clients and product providers
- Carry out important risk management tasks to meet legal and regulatory requirements
- Follow performance of discretionary programs closely in order to articulate these properly to clients and relationship managers
**Key Requirements**
- Prior experience in private banking and wealth management industry with strong knowledge on managed products
- Relevant qualification in Finance or Economics or related disciplines. CFA charter holders well regarded.
- Strong understanding on individual securities or specific asset class would be an advantage
- Excellent communication and presentation skills are required

  • Discretionary Portfolio Manager

    1 week ago

    Singapore PERENNIAL HR PTE. LTD. Full time

    Key Responsibilities: - Manage day-to-day discretionary portfolio mandates across multiple asset classes, ensuring alignment with client objectives and risk profiles. - Design and implement asset allocation strategies based on global and local investment committee views. - Lead portfolio reviews, performance reporting, and ongoing risk monitoring. -...

  • Senior Discretionary Portfolio Manager M/F

    4 weeks ago

    Singapore Crédit Agricole Group Full time

    Reporting to the Head of Investment Management Asia, he/she is responsible for dictionary portfolio management & multi-assets investment management activities and DPM business development in Asia. Key Responsibilities Develop DPM business and activities in Asia and work closely with a team of portfolio managers in Singapore. Perform day-to-day portfolio...

  • Senior Discretionary Portfolio Manager M/F

    2 weeks ago

    Singapore Crédit Agricole Group Full time

    Overview Reporting to the Head of Investment Management Asia, he/she is responsible for dictionary portfolio management & multi-assets investment management activities and DPM business development in Asia. ResponsibilitiesDevelop DPM business and activities in Asia and work closely with a team of portfolio managers in Singapore. Perform day-to-day portfolio...

  • Junior Discretionary Trader

    1 week ago

    Singapore SQUAREPOINT SERVICES SINGAPORE PTE. LTD. Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets that seeks to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research. As a...

  • Junior Discretionary Trader

    2 weeks ago

    Singapore SQUAREPOINT SERVICES SINGAPORE PTE. LTD. Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets that seeks to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research. As a...

  • Junior Discretionary Trader

    1 week ago

    Singapore SQUAREPOINT SERVICES SINGAPORE PTE. LTD. Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets that seeks to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research. As a...

  • Discretionary Portfolio Management

    3 days ago

    Singapore Bank of Singapore Full time

    Discretionary Portfolio Management (DPM) Mandate Specialist (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....

  • Discretionary Portfolio Management

    6 days ago

    Singapore Bank of Singapore Full time

    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...

  • Vp, Portfolio Counsellor

    18 hours ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** **Date Posted** 8 hours ago Additional Details **Job ID** 1258 **Job Views** 15 **Job Description**: Roles & responsibilities Roles & responsibilities: - Partnership with Sales & Distribution to provide investment portfolio advisory and wealth conversations. - Provision of expertise and...

  • Senior Investment Counsellor

    3 days ago

    Singapore Royal Bank of Canada Full time

    **What is the opportunity?** As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements. **What will you do?** - Work alongside...