Funds and Mandate Specialist Funds and Mandate Specialist …

CTBC Bank Co., Ltd
in Singapore
Permanent, Full time
Last application, 19 Sep 21
Competitive
CTBC Bank Co., Ltd
in Singapore
Permanent, Full time
Last application, 19 Sep 21
Competitive
Posted by:
Jamie Cheng • Recruiter
Posted by:
Jamie Cheng
Recruiter
Job Summary: • Assume primary responsibility to support the development and maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”). • Be responsible for CTBC PB discretionary investment portfolios • Contribute to the promotion and distribution of discretionary portfolios and fund products. • Manage related processes and process enhancement projects.

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 shaping 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 CTBC 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

 Key Competencies:

  • 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 documents
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