Private Bank – Portfolio Analyst - Associate

Deutsche Bank; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading global bank is seeking a dedicated professional for discretionary portfolio management. The role involves implementing investment strategies, collaborating with portfolio managers, and preparing client materials. Ideal candidates will have at least 3 years of relevant experience and strong communication skills, particularly in English and Mandarin.

Benefits

Flexible benefits plan

Comprehensive leave benefits

Gender Neutral Parental Leave

Flexible working arrangements

21 days of annual paid leave

Qualifications

• At least 3 years’ experience in Equity Research or Discretionary Portfolio management.
• Good understanding of investment concepts.
• Business fluency in Mandarin required.

Responsibilities

• Implement discretionary mandates according to client guidelines.
• Collaborate with portfolio managers for investment strategies.
• Prepare client-facing materials including pitch books.

Skills

Attention to detail

Organizational skills

Communication

Team player

Education

Degree in relevant field

Tools

Bloomberg

Microsoft Office

Job description

Position Overview

Details of the Division and Team:

Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits.

What we will offer you:

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Flexible benefits plan including virtual doctor consultation services
• Comprehensive leave benefits
• Gender Neutral Parental Leave
• Flexible working arrangements
• 21 days of annual paid leave, plus public holiday & Flexible Working Arrangement
  
  
  

Your key responsibilities:

• Implement standard and customized discretionary mandates according to client guidelines including trade execution, rebalancing, liquidation, and other portfolio management tasks.
• Collaborate with portfolio managers to ensure timely execution of investment strategies and client reporting.
• Conduct performance tracking and benchmark comparisons to monitor portfolio health.
• Update and monitor investment guidelines for portfolios
• Prepare client-facing materials, including pitch books, review decks, and marketing collateral.
• Participate in regular investment team to discuss about macro trends, cross asset, portfolio construction and idea generation.
• Assist in managing and implementing an Asia equity model portfolio, including identifying investment opportunities, conducting equity research and preparing investment report.
• Handle day-to-day management and servicing of all discretionary accounts,
• Support cash management across client portfolios.
• Assist in the review check and certification of marketing materials on behalf of the team
• Contribute to projects and other ad-hoc duties as assigned
  
  
  

Your skills and experience:

• A degree holder with at least 3 years’ experience in Equity Research, Discretionary Portfolio management or multi-asset investment role.
• Good understanding of investment concepts and ability to apply in both written and oral communication
• Some understanding of multi-asset portfolio construction, equity markets, and other investment products
• Strong command of the English language and business fluency in Mandarin is needed to read research papers & communicate with Chinese stakeholders.
• Team player with a proactive, hands-on approach and ability to work closely with senior portfolio managers.
• Strong attention to detail, organizational skills, and ability to multi-task and manage multiple small accounts independently.
• Proficient in Bloomberg, Microsoft Office (Excel, Power Point, Word)
• Hands-on experience with Asia equity markets and model portfolio management
• Comfortable in client-facing activities, including preparing and delivering sales pitches to internal stakeholders
  
  
  

Role is required to be performed on-site at One Raffles Quay office. Relevant vaccination requirements may apply.

How we’ll support you:

• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• Training and development to help you excel in your career
  
  
  

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.