Team Lead, Investment Advisory & Sales - MI Advisory (Executive Director)

Bank of Singapore
Singapore, Singapore
Jul 29, 2021
Aug 12, 2021
Industry Sector
Finance - General
Employment Type
Full Time
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!

Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore as a Team Lead - MI Advisory (SG)! !

The incumbent will join the Managed Investments Advisory & Sales team and will play a key role in supporting the activities of the unit. The incumbent will be actively involved in reviewing legal and compliance activities pertaining to the sales and distributions of investment funds.

Description The main functions of the head of Advisory (SG), Managed Investments are as follows:
• To lead the team of MI Advisors in Singapore who are responsible for providing quality advice to RMs and clients on Managed Investments across discretionary portfolio management (DPM), mutual funds, alternative funds and ETFs covering marketing teams to increase MI penetration and grow MI assets
• To have a data-driven mindset and lead the team as we develop the MI franchise using data dashboards built from tools such as Power BI and Tableau, to provide contextualized advice to our clients in a data-led organization
• To lead / be engaged in strategic projects that help reduce friction between the bank and the client, and deliver improvements in the way that we communicate with our clients
• To demonstrate effective collaboration with other sales and research teams within Product Management Group (PMG), and other Bank of Singapore/OCBC departments
• To implement processes and controls to ensure operational effectiveness and minimize risks in relation to advisory activities of DPM and third-party funds offerings
Main Duties
• Leads MI Advisors in Singapore to facilitate and promote DPM and third-party funds in a structured and organized manner by working with bankers and interfacing directly with clients as needed
• Covers marketing teams to seek new business opportunities and increase MI penetration
• Delivers financial results as budgeted and assigned for the DPM and third-party fund business
• Ensures adequate systems, processes and controls are in place for the efficient and effective conduct of advisory activities of DPM and third-party funds


• Good, relevant under-graduate degree
• CFA holder &/or Masters degree in Finance from reputable university is strongly preferred
• Good command of 2nd language preferred
• At least 10 years of fund distribution/investments experience with proven track record
• Strong investments background, with solid knowledge of funds and DPM across global equities, fixed income and alternative asset classes
• Preferable work experience in an asset management/Private Bank as a team lead
• Excellent verbal and written communications skills
• Leadership and management expertise
• Drive, initiative, and creativity

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