Editorial summary

The company is seeking a Senior Bank Officer specializing in Investment Products & Solutions with a salary of 4,500. The role involves supporting Discretionary Portfolio Management (DPM) teams by preparing client review documents, proposals, pitchbooks, and account documentation, as well as assisting with daily administrative tasks and transaction monitoring. Candidates should have strong organizational skills and the ability to liaise with internal stakeholders. The position offers an opportunity to work closely with portfolio managers and contribute to the management of DPM mandates.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 18419 first appeared in Job-Q.com on 08 Jul 2026]

• 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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