Senior Bank Officer (Investment Products & Solutions) #JTL

About the role

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 Requirements: Min Degree with 1-2 years banking or private banking experience with a good understanding of 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 candidates please send in your resume to: Topaz Liang Huimin (CEI No. R1104500), email to: west5@recruitexpress.com.sg EA License No: 99C4599

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