Position Overview
Raffles Place
9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday
Up to $4,000
Responsibilities - Assist in the preparation of client review documents
- Support the DPM (Discretionary Portfolio Management) portfolio managers with proposal and pitchbook preparation
- Assist in the preparation of account opening and closure documentation
- Actively support the DPM team in the daily activities and tasks assigned
- Liaise and work closely with various internal stakeholders on DPM administrative matters
- Support the DPM team in their day-to-day management of the DPM mandates offered by the Bank, including pre & post trade monitoring of the transactions to ensure mandates or funds' adherence with the stated guidelines and the Bank's in-house investment policies
- Assist in ad-hoc projects UAT projects, admin and any work as assigned by supervisors
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