Job Description

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

WHAT YOU DO

Some of the key soft skills for a Client Portfolio Manager are: Confidence, Determination, Self-motivation, Strong time management skills, Ability to work effectively under pressure, Good numerical and IT skills, Analytical and problem-solving skills, Team working and keen interest in and understanding of financial markets. Strong communication skills are essential.

• Identify business opportunities, propose tailored investment solutions, and strengthen relationships with Relationship Managers (RMs) and clients.
• Communicate the CIO’s house view and convey investment strategies from portfolio managers across various products clearly and effectively.
• Maintain and proactively manage communication channels with RMs and clients through regular client meetings, conference calls, and client events.
• Support portfolio managers by writing insightful commentary, publishing ad-hoc market insights, and executing portfolio rebalancing as needed.
• Prepare and develop comprehensive marketing materials and investment proposals that cater to the evolving market environment and specific client needs, including the creation of impactful PPT slides and other collateral.
• Provide timely investment industry updates and product trend analysis to the CIO office through active collection of market intelligence and leveraging industry contacts.
• Partner closely with functional teams and portfolio managers to promptly and effectively address clients' requests and inquiries, demonstrating a practical, “do whatever it takes” approach to problem-solving.
• Take ownership and initiative in communicating regularly with the front office, driving the development and growth of the Discretionary Portfolio Management (DPM) franchise in Hong Kong.
• Actively contribute as a strong team player by supporting colleagues across all aspects of the business, beyond individual scope of work, to achieve collective goals.
• Present to DPM clients in review sessions and larger forums, ensuring clear articulation of portfolio strategies and value propositions.
• Drive business results by proactively collaborating with front office teams to meet and exceed sales targets, continuously seeking new ways to develop and expand the DPM franchise.

WHO YOU ARE

• >10 years of experience in sales and client servicing within asset management, private banking or capital markets.
• Practical and results-oriented mindset, willing to go beyond defined responsibilities to ensure business success.
• Proactive communicator who takes initiative in engaging with front office and clients to foster business growth.
• Proven track record in capital raising, preferably with wealth management or asset management firms, in a fast-paced environment.
• Strong presentation, writing, and interpersonal skills to effectively communicate complex portfolio concepts to diverse audiences.
• Experience in optimizing the sales process and business models to align with the group's requirements and regulatory framework.
• Solid knowledge of financial products, including public equities, fixed income, and multi-asset products.
• Fluent in Mandarin and English is required.
• Preferably for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification

HKMA LICENSING REQUIREMENTS

• Type 1: Dealing in securities
• Type 4: Advising on securities
• Type 9: Asset management

WHAT WE OFFER

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Please note that this is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) regulated by the Hong Kong Monetary Authority (HKMA). The MRC Scheme requires all Authorized Institutions (“AIs”) under the supervision of the HKMA intending to hire an individual for certain relevant positions that fall within the scope of the MRC Scheme to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current AI employer(s) covering the seven years prior to the application for such position.

Candidates applying for this in-scope position should be aware that reference checks will be conducted in compliance with the HKMA’s MRC Scheme.

For more information, please refer to The Hong Kong Association of Banks website and the FAQs for In-Scope Individuals