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- Posted 29 November 2021
- SalaryNegotiable
- LocationSingapore
- Job type Permanent
- DisciplineBanking & Financial Services
- ReferenceBBBH252396_1638159087
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Director (Managed Investments)
Job description
Our client, a leading foreign bank is looking for an experienced Director (Managed Investments) to join their team.
Key Responsibilities: -
- To provide Managed Investment solutions in conjunction with house views.
- To conduct proposals to PvB clients and provide analysis of fund solutions.
- To provide regular updates to RMs on market updates, opportunities and risks in all related asset classes.
- To work closely with Investment Advisors to provide Investment Strategies to RMs
- To work closely with fund providers to ensure a strong network and understanding of pipeline products as well as timely updates on portfolios.
- To monitor and grow the portfolio of funds in a stable and diversified manner (Product Concentration, Fund House Concentration)
- To develop sales tools, ensure training and improve systems to ensure the strong and stable growth of the MI portfolio.
- To ensure the Product Programs are updated to account for the changing market and regulatory environment
- To be responsible for the innovation and delivery of new Products.
- To work with operations to ensure the smooth flow of the MI processes with minimal errors.
- To work closely with various internal Stakeholders (Group Funds, CIO Office and Investment Advisors) to provide quality client portfolio solutions.
The ideal candidate will possess the following:
- Degree Holder in the fields of either Finance, Business, Economics or Banking with 8 years of experience in advisory role or similar capacity
- Advanced Financial Markets & Concepts
- Keen interest in and affinity for the financial markets
- Understanding of key products: Unit Trusts, Discretionary Mandates, Private Equity
- Strong excel and PowerPoint skills
- Strong team player who takes initiative and detail oriented
- 8 years of relevant Wealth Management experience
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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