Assistant Vice President, Portfolio Manager, Private Banking, Consumer Banking Group

DBS; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is looking for a Portfolio Manager to manage discretionary multi-manager portfolios. The ideal candidate will have over 5 years of experience in portfolio or asset management, strong analytical and problem-solving skills, and proficiency in tools like Morningstar and Bloomberg. This role requires excellent communication skills and involves managing client mandates to deliver risk-adjusted returns, ensuring compliance with investment strategies, and participating in client engagement initiatives.

Qualifications

• Minimum 5 years’ experience in portfolio or asset management, including analysis of mutual funds and ETFs.
• Strong analytical and problem-solving skills.
• Proficiency in tools like Morningstar, Bloomberg, and Excel.

Responsibilities

• Manage discretionary multi-manager portfolios aligned with client objectives.
• Conduct research and monitor risks.
• Provide regular portfolio and fund reporting.

Skills

Analytical skills

Communication skills

Collaborative mindset

Education

CFA or CAIA certification

Tools

Morningstar

Bloomberg

Excel

Job description

Job Description

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.

Job Purpose

CIO Discretionary Portfolio Management team is looking to add portfolio manager that will be responsible for managing discretionary multi-manager portfolios, ensuring alignment with client objectives, the CIO's investment strategy, and regulatory compliance. This role will contribute to portfolio construction, fund selection, and performance monitoring, while supporting innovation and client engagement initiatives.

Key Responsibilities

• Invest and manage client mandates to deliver risk-adjusted returns in line with DPM guidelines, ensuring timely and well-planned trade execution.
• Identify investment opportunities aligned with strategic views and contribute to idea generation and overall investment strategy.
• Conduct research, monitor risks and exposures, and ensure disciplined implementation and compliance with mandates.
• Provide regular portfolio and fund reporting, as well as collaborating with Relationship Managers to keep clients informed.
• Support client engagement through webinars and tailored updates to enhance transparency.
• Drive team initiatives and participate in projects aimed at strengthening DPM capabilities and adapting to market developments.

Job Requirements

• Minimum 5 years’ experience in portfolio or asset management, including analysis of mutual funds and ETFs. Knowledge of hedge funds and private assets is advantageous.
• Strong analytical and problem-solving skills, with familiarity in discretionary mandates and multi-manager structures.
• Proficiency in tools such as Morningstar, Bloomberg, and Excel is a must; programming skills are a plus.
• Excellent organisational skills, attention to detail, and ability to communicate complex investment concepts clearly.
• Strong written and verbal communication skills, including the ability to create impactful PowerPoint presentations.
• Collaborative mindset with leadership qualities and willingness to challenge the status quo.
• Relevant professional certifications, such as CFA or CAIA, are preferred