Senior Product Specialist, Managed Investments - Advisory & Sales (Director) [DUBAI]

Aug 07, 2017
Oct 17, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Bank of Singapore opens doors to new opportunities.

Start your career with Bank of Singapore as a Senior Product Specialist!

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!

The role is to facilitate and promote managed investment (“MI”) products (mutual funds, hedge funds, private equity, discretionary and advisory portfolio mandates) in a structured and organized manner, leading the marketing and development of these products.  Based in Dubai, the person will also help RMs to advise clients across MI products.

Main Duties

•Market BOS' recommended mutual funds, hedge funds, private equity as well as DPM & APM offerings to RMs based in BOS' Dubai office.
•Deliver financial results as budgeted for the managed investments business.
•Liaise with the managed investments team based in Singapore, since the management of portfolios will be done in Singapore.
•Train RMs on managed investments related matters, with an emphasis on portfolio reviews for funds.
•Perform managed investments portfolio reviews for large clients.
•Align the MI advisory function in line with BOS house view, fund selection and Product Management Group guidelines and procedures.

Work Experience Requirements

•At least 10 years of experience in financial advisory with reputable, international, financial institutions, preferably with an understanding of private clients and managed products (DPM, APM, mutual, hedge and private equity Funds).
•Strong communication and selling skills.
•Drive, initiative and creativity.
•Advisory skills beyond product recommendations.
•Fluent in English and local language. 

Education Rquirements

•Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications.

Reporting To:

Functionally: Head of Managed Investments - Advisory & Sales (Singapore)

Locally: Senior Executive Officer & Market Head (Dubai)

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