Duties:
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's 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
Job Requirments:
Min Diploma/Degree with 1-2 years banking experience with a good understanding in financial market and products would be preferred
Strong proficiency in Microsoft Excel and PowerPoint; knowledge of VBA, excel formulas (e.g. array) would be advantageous.
Interested candidate, please sent your resume in MS Word format to bfcg11@recruitexpress.com.sg
Andy Low Soon Meng (R1104601)
Recruit Express Pte Ltd
EA Licence No: 99C4599
We regret that only shortlisted candidates will be notified.
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