discretionary mandates implementation - private bank (contract) in Singapore

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job details

banking & financial services
job type
working hours
reference number
chanel wee, randstad
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job description

Our client is looking for a DPM (discretionary portfolio management) implementations specialist to join their team!

about the company
Our Client is an established private bank with a strong brand in the market. With a culture of excellence, they promote growth opportunities for their employees and believe that people are their strongest asset.

about the job
As part of the discretionary mandates implementation team, you will be looking at the administration of all types of discretionary mandates booked in Singapore and Hong Kong. Other key responsibilities include:

  • Order placement and booking for forex and security deals
  • Buy and sell securities for single segregated client portfolios while implementing the bank’s investment policy
  • Liquidity management of client’s account balances and verification of performance reporting
  • Quality checks on securities held in portfolios (e.g. bond credit ratings)
  • Rebalancing portfolios on a regular base in line with tactical asset allocation decisions
  • Supporting the team in projects when required

skills and experience required

  • Bachelor’s degree in economics, finance or business
  • At least 2 years experience in DPM implementations / portfolio management / bespoke mandates execution in private wealth / buy-side or similar
  • Product knowledge across multi-asset classes
  • CMFAS M3 qualifications (potential candidates with relevant experience without this requirement can be considered)
  • Meticulous with an eye for detail

To apply online please use the 'apply' function, alternatively you may contact Chanel Wee at 6510 1365.

EA: 94C3609/ R1223887


Portfolio Implementation, Discretionary Mandates, Trade Support, Trade Execution


Bachelors degree, CMFAS M3

educational requirements

Bachelor Degree