# Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management, Private Banking, Consumer Banking Group

[DBS](https://www.jorb.ai/firms/dbs.md) · Singapore · [Asset Management](https://www.jorb.ai/jobs/asset-management.md)

DBS is hiring a Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management, Private Banking, Consumer Banking Group in Singapore. Posted 2026-05-22; applications close 2026-07-21.

**Apply**: https://dbs.wd3.myworkdayjobs.com/DBS_Careers/job/Singapore---Central/Senior-Associate--Assistant-Portfolio-Manager--Discretionary-Portfolio-Management--Private-Banking--Consumer-Banking-Group_WD83808-1

Posted 15d ago.

## Role details

## Key Accountabilities

Assist Discretionary Portfolio Management (DPM) Portfolio Managers in implementing strategies across the DPM portfolios, address internal queries and any other matters.

## Responsibilities

### Trade-related activities

  
- Plan and place trades across several asset classes for all DPM clients in a timely and accurate manner
  
- Perform trade allocation, FX transactions to ensure trades are properly settled

### Account opening / maintenance / closing activities

  
- Ensure that accounts are correctly set up
  
- Update any changes to the investment/ operating parameters of the account upon receipt of client instructions in a timely manner
  
- Perform account closure, including liquidation / transfer process, outstanding fee payments, etc

### Handle internal queries

  
- Liaise with Assistant Relationship Managers and Operations team on all account opening and closure related requirements, and other requests for information

### Provide secretarial and administrative assistance, including:

  
- Maintenance of a series of spreadsheets to monitor clients’ portfolio activity, including asset allocation, tactical asset allocation check, currency exposure, concentration risk, client restrictions, trades done, performance vs. long term objective
  
- Maintenance of client records and follow up on outstanding documentation
  
- Preparation of account performance reviews
  
- Coordination and taking of minutes at investment meetings
  
- Follow-up with all regulatory reporting on a daily basis

## Requirements

  
- Bachelor’s Degree with at least 1-2 years’ experience
  
- Possess CFA Level 1 certification
  
- Knowledge of modern banking solutions and system architecture
  
- Basic banking and operational knowledge
  
- Knowledge of risk management, credit, operations, finance, compliance and controls
  
- Good understanding of financial and investment markets
  
- Computer skills like Excel macro is a plus
  
- Team player with good communication and interpersonal skills
  
- Good interpersonal & communication skills
  
- Ability to think analytically and problem solving across multiple dimensions

## Location

DBS Asia Central

## Job

Product Support

## Schedule

Regular

## Employee Status

Full time

## Applying to this role

This Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management, Private Banking, Consumer Banking Group role at DBS runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=dbs&job=6a1b27f89e1ba0cf8b1d02d6)

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Updated: 2026-06-06
Canonical: https://www.jorb.ai/jobs/6a1b27f89e1ba0cf8b1d02d6