Product Specialist, Managed Investment

1 week ago


Singapore Bank of Singapore Full time
Product Specialist, Managed Investment

At Bank of Singapore, we are committed to delivering exceptional investment solutions to our clients. As a Product Specialist, Managed Investment, you will play a key role in driving the growth of our Alternative Investments and Managed Solutions business.

Main Responsibilities:
  • Develop and maintain strong relationships with clients, investment advisors, and relationship managers to provide tailored investment solutions.
  • Collaborate with the Fund Selection, Advisory Portfolio Management, and Discretionary Portfolio Management teams to identify and recommend investment opportunities.
  • Conduct fund reviews and sales meetings with clients and relationship managers to provide market insights and investment ideas.
  • Align investment recommendations with Bank of Singapore's overall asset allocation models to achieve outperformance versus benchmarks.
  • Participate in advisory team meetings to brainstorm new ideas and funds for onboarding.
DPM Content and Product Development:
  • Prepare and maintain DPM marketing and client materials, including pitchbooks, presentations, and client reporting.
  • Support new DPM product development and client communication efforts.
Data Analysis:
  • Use data analytics tools to identify client behavior patterns and track client activity.
  • Analyze business data to highlight trends and inform strategic initiatives.
  • Develop a targeted approach to advisory using data to customize ideas for specific clients and relationship managers.
Platform / Client Experience:
  • Contribute to strategic projects that improve the client experience through digital communication and targeted messaging.
Relationship Management with Fund House:
  • Manage relationships with mutual fund houses, including negotiation of distribution agreements.

Requirements:

  • Minimum 5 years of experience in Asset Management/Private Banking as a product specialist.
  • Strong investments background with knowledge of funds and DPM & APM across global equities, fixed income, and alternative asset classes.
  • Experience with data analytics tools such as Power BI, Tableau, and/or Qlikview.
  • Excellent verbal and written communication skills.
  • CFA holder and/or Master's degree in finance from a reputable university is strongly preferred.


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