Senior Product Specialist, IAS Managed Investments (Director/Executive Director)

  • Competitive
  • Singapore
  • Permanent, Full time
  • Bank of Singapore
  • 21 Jan 18 2018-01-21

Senior Product Specialist, IAS Managed Investments (Director/Executive 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
To provide and market investment portfolio solutions to clients through managed investment products which include discretionary mandates and mutual/hedge funds. The role entails working closely with RMs/ICs in order to meet clients' investment objectives as well as collaborating with other departments of the Bank.

Main Duties
- To increase penetration of MI in client portfolios through effective marketing and advise to RMs and clients. This involves maintaining strong collaboration with RMs/ICs
- Build core competencies in mutual/hedge funds and advice, working internally or with external consultants
- Align the recommendation of funds to the Bank's overall asset allocation calls and manage model portfolio of funds to achieve outperformance versus appropriate benchmarks
- Conduct discretionary portfolio review meetings with clients
- Demonstrate leadership influence and maturity for good collegial work environment for MI team, as well as effective collaboration within PMG, and other Bank of Singapore/OCBC departments.
- Participate in other projects relevant to the activities of the Managed Investments team
- Maintain strong compliance culture

Work Experience Requirements
- Strong investments background, with strong knowledge on funds and DPM for both global equities and fixed income asset classes.
- Preferable work experience in an asset management/PB firm as product specialist
- Excellent verbal and written communications skills
- Required experience in client engagement

Education Requirements
- Good, relevant under-graduate degree
- CFA holder &/or Masters degree in finance from reputable university is strongly preferred
- Good command of 2nd language

Reporting To
Head, IAS Managed Investments