Funds & Mandates Specialist (Private Banking)

7 days ago

Singapore BEARING SEARCH PTE. LTD. Full time

**Role**

An integral member of the Sales and Advisory Team supporting a boutique private banking platform across Asia Pacific.

**Responsibilities**
- Participate in Fund research and advisory across the region
- Formulate specialist list of funds and maintain a robust funds platform
- Support the management of Discretionary Portfolio Management mandates
- Work closely with Investment advisors and Client advisors in formulating bespoke investment proposals
- Prepare investment materials/publications/updates for internal stakeholders and clients
- Ensure full compliance to internal policies and regulatory requirements

**Qualifications and Requirements**
- A fund specialist with experience in banking and finance industry
- Proficient in fund selection and a strong grasp of investment strategies, policies and the relevant regulations
- Excellent presentation and communication skills. Able to engage Chinese speaking stakeholders effectively

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