portfolio & implementation - discretionary mandates in Singapore

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job details

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

Our client is looking for a portfolio and implementation analyst (discretionary portfolio) 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 portfolio and implementation (discretionary mandates) 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 3 years experience in discretionary managed portfolios or similar
  • CMFAS M3 qualifications is required
  • 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


Private Banking, Product Management, Discretionary Portfolio, Discretionary Mandates


Bachelors degree, CMFAS M3

educational requirements

Bachelor Degree