Technical skills

Data analysisSRETechnical writing

Role signals

SalesLegal

CTBC Bank, Singapore Branch

Your Career Our Future

Assume primary responsibility to support the system maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”).
Be responsible for data processing and research work relating to funds and mandate business
Prepare and update marketing collaterals for discretionary portfolios and fund products.
Manage related processes and process enhancement projects.
Handle administrative tasks of the Funds & Mandate Team.

Fund Platform Support

Support the information gathering and analysis in the funds 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
Assist to manage relationships with major counterparties and key market players
Work within the Funds team to ensure coverage at all times

Discretionary Portfolio Management Support

Sales Support

Publish regular investment material for use with clients, including flash output as appropriate
Monitor fund performance and client positions on regular and ad hoc basis

Compliance and Processes

Ensure full compliance with CTBC internal Policies and Procedures, further with all local and cross-border regulatory requirements
Provide assistance to manage funds & mandate related product programs, policies and vendor due diligence
Manage product setup, due diligence documentation and the regular reviews processes
Be actively involved in ad hoc projects for process/system enhancements

Administrative Support

Proficiency in Excel and data work
Attention to details
Some knowledge in Funds products
Commitment to team work and a willingness to learn from others
Highest ethical standards
Excellent communicator, Mandarin proficient as the role involves liaising with Mandarin speaking stakeholders