Product Specialist, Funds Selection (Associate Director / Director)

Product Specialist, Funds Selection (Associate Director / Director)

Bank of Singapore
6-9 years
Not Specified

Job Description

Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore as aProduct Specialist, Funds Selection!
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!
  • Primary responsibility is to select managers and mutual funds, hedge funds and exchange traded Funds (ETFs) on the Bank's master list.
  • The candidate will be responsible for identifying appropriate investment strategies and funds, conducting analysis on funds and onboarding of suitable funds for advisory and discretionary portfolios.
  • The candidate will monitor and make appropriate recommendations on existing funds.
  • The candidate will develop fund-related materials and provide training to front office.

Key Responsibilities
Funds Selection/Review:
  • Monitor market trends and perform analysis to identify best-in-class/differentiated investment strategies for onboarding to the Bank's recommended lists of Mutual Funds, Hedge Funds and ETFs
  • Work closely with team of product specialists/senior product specialists in the assessment and ongoing review the Bank's recommended lists of Mutual Funds, Hedge Funds and ETFs.
  • Work closely with stakeholders including advisory colleagues and discretionary / advisory portfolio management teams to develop a comprehensive and robust funds platform.
  • Ensure adherence to internal policies and procedures with respect to funds onboarding to meet policy guidelines, regulatory requirements and risk considerations.
  • Closely monitor developments and conduct periodic reviews of funds on the approved master list.
  • Ensure robust funds selection and monitoring process by keeping abreast of regulatory changes in relation to funds regulations in applicable jurisdictions.
  • Develop and maintain fund-related materials, such as monthly fund updates.
  • Strong understanding of environmental, social and governance (ESG) criteria in relation to investment.

Investment Insights/Recommendations:
  • Develop investment recommendations on funds in the Bank's recommended lists, aligned to CIO views and themes.
  • Provide investment insights and analysis in relation to investment funds.
  • Provide relevant product training and proactively provide content for advisory colleagues, RMs and ICs.
  • Conduct presentations and participate in client events and meetings when necessary.

  • Contribute to overall funds business strategy, including digital initiatives, to grow and deepen the global funds platform for the bank
  • Be Involved in product innovation/strategic partnerships and manage relationships with fund houses.
  • Contribute to projects and initiatives as part of team's Objectives & Key Results (OKRs).
  • Develop a robust process for ongoing monitoring of funds for eligibility on the master list.
  • Lead or participate in cross-departmental projects related to funds.
  • Well recognized university degree
  • Preferably with a CFA, CAIA or other relevant post graduate qualifications in finance.
  • ESG credentials (if any) preferred
  • Relevant expertise and experience (of at least 6 years) in funds or manager selection role (from wealth management, asset management / asset owners or fund consulting background.
  • Investment and regulatory knowledge across equity, fixed income, alternatives and other asset classes (e.g. commodities, hedge funds) in different markets.
  • Experience in using fund databases.
  • ESG knowledge / experience is preferred.
  • Results-oriented, independent individual with strong analytical, writing, communication and presentation skills. Data analytics and digital skills would be a plus.
  • Stakeholder management and interpersonal skills i.e. able to work confidently and collaboratively with cross-functional stakeholders.
  • Familiar with relevant rules and regulations, especially those relating to portfolio management and global private banking business

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