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

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

Job summary

Join Vodafone as a Discretionary Portfolio Management (DPM) Mandate Specialist in Singapore, where you'll drive client engagement and portfolio management. This role requires strong analytical skills, communication, and the ability to craft solutions aligned with client risk appetites. With 4-7 years in financial services, you'll enhance our client offerings through strategic insights and collaboration with portfolio managers.

Qualifications

• 4-7 years of portfolio management or managed investments advisory experience.
• Strong understanding of financial markets required.
• Proficient in Excel and analytical methods.

Responsibilities

• Understand clients' needs and craft tailored investment solutions.
• Coordinate portfolio proposals and presentations to stakeholders.
• Regularly review client portfolios and ensure accurate marketing materials.

Skills

Communication

Presentation

Analytical Skills

Time Management

Education

Degree qualification

CFA qualifications

Tools

Excel

Blackrock Aladdin

Job description

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 but not limited to 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 (individual client's 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.

Qualifications

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.

MAS Licensing Requirements

Securities and Future Act (SFA)

'?' Fund Management

Financial Advisers Act (FAA)

'?' Advising on investment products that are

- Securities

- units in a collective investment scheme

- exchange-traded derivatives contracts

- over-the-counter derivatives contracts

- spot foreign exchanges contracts for the purposes of leveraged FX trading

- spot foreign exchanges contracts other than for the purposes of leveraged FX trading

- structured deposits