Funds and Mandate Specialist - Alternative Investments

Job description

CTBC Bank, Singapore Branch Your Career Our Future JOB PURPOSE Assume primary responsibility to support the development and maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”), with a focus on Alternative Investment Funds including Private Market Funds and Hedge Funds. 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. KEY RESPONSIBILITIES Fund Platform Support To improve funds and DPM penetration rate in client portfolios. Take charge of the efforts of Alternative Investment related fund research, due diligence, process and output that can be implemented and leveraged across the region Prepare internal and external client-ready publications, updates and marketing materials for Alternative Investment funds Manage relationships with major counterparties and key market players in the Alternative Funds space and stay informed about relevant market developments and news / events Be familiar with Focus List of funds and be prepared to promote the distribution of fund products and portfolios to clients Actively participate and support the shaping of the Specialist List of all fund products 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 Mandate including potentially taking on the role and responsibilities as DPM portfolio manager. 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 Skills & Attributes Technical capabilities in Funds products, particularly in Alternative Investment Funds and Private Market Funds space Proven people manager with a commitment to teamwork Highest ethical standards Relevant education, investment experience and proven investment track record in a private client framework Mature, highly credible with strong client focus Relevant experience of working in Asia Pacific Excellent communicator, Mandarin proficient “Can do” attitude complemented with diplomatic, proactive and commercial approach