Director, Funds Advisory - Boutique Private Bank

Kerry Consulting Pte Ltd, EA Licence No: 16S8060
Singapore, Singapore
29 Mar 2023
27 Apr 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
A boutique private bank with an established and growing presence in Asia is looking to hire an experienced Funds Advisor to join their investment team.


As an experienced Funds Specialist, you will provide strategic leadership in the delivery of investment strategy and product solutions to Relationship Managers (RMs) and Investment Advisors (IAs). This involves building an integrated, multi-disciplined approach to investment idea generation, on-boarding new funds on the funds platform and ensuring penetration of funds in line with the Bank's overall investment strategy. You will work closely with RMs and IAs on client pitches, identifying suitable products and ensuring a strong "post-sales" advisory service. You will conduct rigorous fund/manager research to generate and maintain a set of fund recommendation within various asset classes. You will identify gaps in the existing platform which will present new product opportunities.


You have strong academic qualifications and 10- 15 years of relevant experience including funds advisory / selection / research in private banking or asset management. You have a strong grasp of investments, fund research/due diligence skills and demonstrate a good understanding of risk and returns drivers of various asset classes. As a senior team member, you will guide less experienced colleagues and inspire team collaboration. Your strong interpersonal and communication skills will enable you to work effectively with various internal stakeholders and third-party fund providers. You thrive in a team-based environment, yet are hands on and able to work independently.

To Apply

To apply, please submit your resume to Amy at quoting the Job Title: Fund Advisory / AM26049. We regret that only shortlisted candidates will be notified.

Registration No: R1875960

Type of Work: Permanent

Region: Singapore

Licence No: 16S8060
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