AVP Portfolio Manager – Private Banking (Discretionary)

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

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.