Expert Private Banker: Managed Investments and Alternatives Specialist
3 days ago
We are seeking a seasoned professional to join our team as an Expert Private Banker: Managed Investments and Alternatives Specialist. This is a unique opportunity to leverage your expertise in asset management and private banking to drive business growth and deliver exceptional client experiences.
About the Role:
This role involves managing relationships with high net worth individuals, families, and corporations, providing tailored investment solutions and advice on alternative investments, managed funds, and discretionary portfolio management. You will be responsible for developing and implementing comprehensive wealth management plans, identifying new business opportunities, and maintaining strong communication with clients, relationship managers, and internal stakeholders.
Main Responsibilities:
- Grow AUM by expanding client base through targeted marketing and advisory services
- Liaise between Fund Selection, APM, and DPM teams, Front Office, and Relationship Managers to articulate investment philosophy, process, performance, positioning, and market outlook
- Organize education and training sessions for internal parties, relationship managers, and clients on Managed Solutions strategies and build fluent knowledge of Managed Solutions on the BOS platform
- Conduct regular review meetings with clients, group sales meetings with RMs from designated markets, and provide focus ideas and updates
- Align fund recommendations with BOS's overall asset allocation models to achieve outperformance versus benchmarks
- Participate in Advisory team meetings to brainstorm new ideas and funds for onboarding
- Demonstrate effective collaboration with other sales and research teams within Product Management Group (PMG) and Bank of Singapore/OCBC departments
Requirements:
- Minimum 15 years of work experience in Asset Management/Private Banking as a product specialist, with experience in client engagement and customer experience
- Strong background in investments, solid knowledge of alternatives products including private markets funds, hedge funds, private real estate investments, mutual funds, DPM & APM
- Knowledge and hands-on experience with data analytics tools such as Power BI, Tableau, and/or Qlikview with the ability to interpret data and draw conclusions
- Excellent verbal and written communication skills with the ability to project a high level of professionalism and effectively communicate with clients, portfolio managers, and management in small and large settings
- Experience in Python or similar coding language is preferred
Compensation and Benefits:
- Estimated salary: SGD $120,000 - $180,000 per annum, depending on experience
- Bonus scheme and annual leave
- Opportunities for career growth and professional development
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