Senior Associate, Assistant Portfolio Manager, Private Banking

Dbs Bank

Singapore

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Job Description

Discretionary Portfolio Management - Assistant Portfolio Manager

Trade-related activities

Plan and place trades across several asset classes for all DPM clients in a timely and accurate manner
Perform trade allocation, FX transactions to ensure trades are properly settled

Account opening / maintenance / closing activities

Ensure that accounts are correctly set up
Update any changes to the investment/ operating parameters of the account upon receipt of client instructions in a timely manner
Perform account closure, including liquidation / transfer process, outstanding fee payments, etc

Handle internal queries

Liaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information

Provide secretarial and administrative assistance, including:

Maintenance of a series of spreadsheets to monitor clients portfolio activity, including asset allocation, tactical asset allocation check, currency exposure, concentration risk, client restrictions, trades done, performance vs. long term objective
Maintenance of client records and follow up on outstanding documentation
Preparation of account performance reviews
Coordination and taking of minutes at investment meetings
Follow-up with all regulatory reporting on a daily basis

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.

Primary Location

Singapore-DBS Asia Central

Job

Product Support

Schedule

Regular

Job Type

Full-time

Job Posting

Dec 4, 2025, 11:30:43 AM

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About Company

Dbs BankJob Source: www.linkedin.com

Job ID: 141249333

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Last Updated: 11-05-2026 06:22:30 PM

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