Job Purpose
- Overall responsibility for the discretionary portfolio management (DPM) services offering within Private Wealth SG and later other segments
- End to end coverage from legal documentation to end marketing
- Ensure product offering is competitive and profitable
- Help drive penetration into managed investment
- Client facing role, to market both internally and externally
- Responsible for order implementation and execution of trades as advised by Sub advisor(s)
Job Description
- Develop overall product strategy
- Market and expand the discretionary offerings on our DPM platform
- Monitor and review of market opportunities
- Responsible for product profitability and business growth
- Define the process and controls for Discretionary Portfolio Management (DPM)
- Robust system to support DPM services
Job Requirements
- A recognized degree in business, finance or wealth management
- Holder of Associated or Certified Financial Planning qualification is preferred
- Min 5 years' experience in the Private Banking or Fund management area
- Strong product knowledge
- Strong operational and middle office knowledge
- Required CACS 1 & 2
- Fund management (module 3 & 6)
- Strong analytical, implementation and problem solving skills
- Demonstrated ability to effectively manage multiple tasks and able to drive change across multiple stakeholders
- Ability to identify market changes &/or new ideas and find new DPM solutions
- Strong decision making skills
- Strong communication and time management skills
- Ability to work effectively under pressure
Kindly note that only shortlisted candidates will be notify.
