Senior Discretionary Portfolio Manager M/F at INDOSUEZ WEALTH MANAGEMENT
Singapore 068912, , Singapore -
Full Time


Start Date

Immediate

Expiry Date

03 Dec, 25

Salary

0.0

Posted On

04 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

DESCRIPTION DU POSTE

Reporting to the Head of Investment Management Asia, he/she is responsible for dictionary portfolio management & multi-assets investment management activities and DPM business development in Asia.

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Responsibilities
  • Develop DPM business and activities in Asia and work closely with a team of portfolio managers in Singapore.
  • Perform day-to-day portfolio management of Indosuez discretionary mandates. Design, construct and Implement the asset allocation derived from the global and local investment committees for all discretionary management portfolios. Define investment strategy and portfolio allocation for bespoke mandates and customized solutions. Develop, monitor and daily management of multi-asset strategies with as DPM Portfolio manager with specialization (equity, fixed income or risk management etc). Daily investment management of the portfolios in accordance with DPM governance & investment guidelines and respect client’s constraints & risk profile. Regular reviews and reporting of the portfolios. Daily Market risk monitoring.
  • Proactively contribute in Global investment committee and fully articulate the DPM investment strategy & IWM Houseview with internal & external stakeholders. Monitor and manage Target Allocation portfolios & bespoke mandates with a sound investment management & risk management process and fully respect investment guidelines. Develop monitoring tools for internal portfolio management use by the team. Ensure seamless actions and minimize operational risks for all Asia booked/serviced accounts (SG & HK).
  • Lead Local Investment Committee for the purpose of investment strategy & asset allocation of DPM mandates managed in Asia. Exploring DPM solutions with local edge and leverage on the local expertise for Asia demand.
  • Responsible for developing and promoting Indosuez discretionary portfolio solutions in Asia. Lead DPM marketing Campaign with frequent marketing updates for Target Allocation and Bespoke mandate solutions. Design and Expand DPM offerings, produce & enhance marketing contents, materials, investment proposals, presentations, portfolio reviews etc. with detail focus and high quality standards. Consistently amplify DPM visibility in Asia, Proactively and actively marketing DPM solutions, promoting DPM investment strategy to all stakeholders. Increase DPM penetration via proactive engagement approach through various channels.
  • Articulate Indosuez Houseview and proactively update the portfolio investment strategies regularly to the Investment advisors, Relationship Managers and Clients. Support internal & external stakeholders with their customer marketing efforts, training, presentations and investment reviews. Engage proactively with RMs, IAs and clients, and provide customized services to clients.
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