Portfolio Manager

Tasks

• Designing and managing client portfolios in accordance with their defined objectives and risk profiles.
• Interact directly with clients in Business Mandarin and English, providing investment insights and portfolio updates.
• Collaborate with Relationship Managers (RMs) to generate and convert DPM opportunities in Greater China.
• Preparing investment proposals, portfolio reviews, and client presentations.
• Ensuring that portfolios comply with client guidelines, regulations, and internal policies.
• Commitment from the Digital Platforms Team: Taking the initiative to deliver digital content on a large scale.
• Communicating new and existing digital products to stakeholders in a consistent yet dynamic manner.
• Sharing enthusiasm and zeal to drive change, ideas, and best practices within the organization.
• Supporting the product launch by understanding the sales process.
• Participating in market research on the behavioral data of potential customers to understand their needs, interests, and challenges.
• Monitoring market trends and emerging investment themes, as well as determining how to position the portfolio in relation to them.
• Adherence to strict compliance and regulatory requirements.
• Developing in-depth knowledge of the customer and the market.
• Identifying new opportunities.
• Work closely with customer service teams to generate superior investment opportunities for individuals, retail investors, or corporate clients.
• Development and implementation of asset allocation strategies.
• Customer Service and Account Management.
• Maintaining a high level of concentration.
• Stay up to date with local, regional, and global market news.
• Be detail-oriented and consistently uphold quality and compliance when working with internal and external clients.
• Work within the established limits and restrictions set by the client, the company, and the regulatory authorities.
• Compliance with all legal, ethical, and compliance requirements, including anti-money laundering, internal audit, and corporate governance.
• Providing detailed reports based on research and analysis of the specified topic.
• Regulatory Responsibility: MAS-registered representatives to carry out regulated activities in fund management.

Requirements

• At least 2 years of external sales experience before or after earning a college degree.
• 2–3 years of experience in the investment industry is preferred.
• Proven experience in fund selection and allocation, as this expertise is crucial for developing and implementing strategies across various asset classes.
• Strong customer-focused and/or interpersonal skills—the ability to build strong relationships and interact effectively with internal and external customers or prospects.
• Knowledge of general market trends.
• Demonstrating appropriate values and behaviors, including, but not limited to, standards of integrity, diligence, and conscientiousness; fair treatment (treating customers fairly); management of conflicts of interest; competence and continuous development; appropriate risk management; and compliance with applicable rules and regulations.
• Strong analytical, decision-making, and problem-solving skills.
• Proficiency in PowerPoint, Excel, and Word.
• Experience in developing and implementing asset allocation strategies.
• Experience in customer service and account management.
• A bachelor's degree in finance, business administration, or a related field