Funds and Mandate Specialist - Alternative Investments

About this role

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