Investment Review Manager, BOS Trustee Limited (Associate Director)

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • Bank of Singapore
  • 16 Jul 18 2018-07-16

Investment Review Manager, BOS Trustee Limited (Associate Director)

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!

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General Description
• The incumbent will support the trust team in carrying out investment reviews on the performance of the trust fund portfolios

Main duties
• Perform investment monitoring reviews for trust accounts, to assess the performance of the portfolio on a risk-based frequency. The main objective is to review from the perspective as a trustee of the assets, as a second-layer oversight and risk function.
• Prepare the investment policy statement for the file in accordance with the constitutive documents (i.e. trust deed / letter of wishes) for the trust accounts. Maintain and track schedule for monitoring of the accounts, and provide management reporting as necessary.
• Identify issues with accounts (e.g. significant drop in asset value or excessive volatility) that require further action. Assist in risk management results relating to the investments. The key objective is to maintain asset preservation of the trust in accordance with the risk profile tagging of the settlor, and to highlight losses which the trustee needs to be aware of.
• Ensure compliance with the related rules and regulations associated with the trust portfolio
• Interact with trust managers/front office/counterparties (i.e. banks) as necessary to obtain and reports on the investments, so as to perform the review.
• This newly created role is a non-client facing role and non-advisory in nature, i.e. no stock-picking/asset selection requirement.

Work experience requirements
• 5 to 8 years in asset management/banking/financial industry, experience in investment performance will be an advantage
• Knowledge of investment concepts and practices (e.g. familiar with investments in equity and fixed income markets)
• Prior exposure to wealth planning, trusts would be helpful
• Team player, good communication skill
• Meticulous and pays attention to details

Education requirements
• Degree holders are welcome to apply
• CFA designation or currently in process of completing

Reporting To
Head of Trust Operations