Senior Bank Officer (Investment Products & Solutions) #JTL

• 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

• 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.

Topaz Liang Huimin (CEI No. R1104500), email to: [email protected]

EA License No: 99C4599