Assistant Portfolio Manager - Discretionary Portfolio Management

About the role

DBS is hiring an Assistant Portfolio Manager (AVP/Senior Associate) within its Discretionary Portfolio Management (DPM) team, part of the Private Banking, Consumer Banking Group. The role supports DPM Portfolio Managers in implementing strategies across their portfolios, handles account opening and maintenance, and provides secretarial and administrative support. It is a regular, full-time position based in DBS Asia Central.

Key responsibilities

• Trade-related activities: plan and place trades across several asset classes for all DPM clients accurately and on time, and handle trade allocation and FX transactions so trades settle properly.
• Account management: set up accounts correctly, update investment and operating parameters after client instructions, and close accounts including liquidation, transfer and outstanding fees.
• Internal queries: liaise with Assistant Relationship Managers and Operations on account opening and closure requests and other information requests.
• Secretarial and administrative work: maintain spreadsheets tracking portfolio activity (asset allocation, tactical checks, currency exposure, concentration risk, client restrictions, trades, performance vs. long-term objectives), keep client records and follow up on outstanding documents.
• Prepare account performance reviews, take minutes at investment meetings, and follow up on regulatory reporting daily.

Required profile

• Bachelor's degree with at least 1-2 years of experience.
• Basic banking and operational knowledge.
• Knowledge of risk management, credit, operations, finance, compliance and controls.
• Good understanding of financial and investment markets.
• Team player with good communication and interpersonal skills, analytical thinking and problem-solving ability.

Required skills

• Knowledge of modern banking solutions and system architecture.
• Excel macros are a plus.