AVP/Senior Associate, Cash Management - Discretionary Portfolio Management, Private Banking, Consumer Banking Group
DBS Bank
Pulau Ujong, Singapore
43d ago

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking.

We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs.

Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

  • 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
  • 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
  • Handle internal queries
  • Liaise 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 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 Degree / Polytechnic diploma with background in Finance, Business, Economics preferred
  • Meticulous, organized and detail-oriented
  • Able to multi-task and prioritise independently
  • Team player with strong sense of responsibility
  • Experience in Wealth Management or Operations is a plus
  • Proficiency in Microsoft Excel, experience in using the Bloomberg terminal is a plus
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