Funds and Mandate Specialist (Private Banking)

Fund Platform Support

• Actively participate in the funds research, due diligence, process and output that can be implemented and leveraged across the region
• Actively support the shaAping of the Specialist List of funds with primary and secondary fund research
• Prepare internal and external client-ready publications, updates and marketing materials
• Assist to manage relationships with major counterparties and key market players
• Be familiar with Focus List of funds and be prepared to promote the distribution of fund products and portfolios to clients
• Work within the Funds team to ensure coverage at all times, directly support / backup Funds group during absences
• Be available for RMs/ICs consultations regarding client queries, recommended lists and sales ideas

Discretionary Portfolio Management Support

• Support the management of Discretionary Funds Mandate including acting as backup for DPM portfolio manager when necessary.

Sales Support

• Work closely with RMs/ICs to assist in client investment proposals to drive product sales
• Foster, whenever possible, the development of the knowledge base within the relationship management team, through dedicated and on-the-job training
• Publish regular investment material for use with clients, including flash output as appropriate
• Respond to ICs / RMs queries on a timely basis

Compliance and Processes

• Ensure full compliance with Bank internal Policies and Procedures, further with all local and cross-border regulatory requirements
• Manage funds & mandate related product programs, policies and vendor due diligence
• Manage product setup and the regular reviews processes
• Be actively involved in ad hoc projects for process/system enhancements

REQUIREMENTS:

• Approximately 7-12 years of relevant experience
• Technical capabilities in Funds products, including Alternative Funds
• Proven people manager with a commitment to team work
• Relevant education, investment experience and proven investment track record in a private client framework
• Relevant experience of working in Asia Pacific
• Excellent communicator, role required to liaise with Chinese stakeholders and document

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R155129