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Discretionary Portfolio Management (DPM) Mandate Specialist (AVP/ VP)

Bank of Singapore
Singapore, Singapore
Closing date
Mar 3, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
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 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 Discretionary Portfolio Management (DPM) Mandate Specialist (AVP/ VP)! !

General Description

The DPM mandate specialist 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, mandate specialists are responsible for the framework for DPM client service to ensure a seamless client experience.

Mandate specialists would be key representatives for DPM to drive AUM growth and mandate penetration for Bank of Singapore.

Candidates should possess strong domain knowledge in portfolio management, financial markets, portfolio positioning and ability to articulate factors for portfolio performance (e.g. asset allocation, securities selection). Analytical skills to work with portfolio-related data.

Key soft skills for a mandate specialist: 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.

• Aid in 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.

• Conduct reviews with clients on a regular basis, or whenever required.

• 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.


Work Experience Requirements

• Strong report writing, communication and presentation skills.

• Strong understanding of financial markets

• 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 4-7 years of portfolio management or managed investments advisory, sales and marketing experience, preferably in a Private Bank or Asset Management house.

• Degree qualification; CFA qualifications would be a plus.

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