Investment Specialist - Funds

Tasks

Investment Specialists are responsible for providing expert advice, support, and guidance on the best investment products for clients and internal stakeholders, particularly bonds, stocks, funds, and alternative investments. They generate recommendation lists, conduct market research, and provide updates.

Responsibilities of the Investment Specialist - Funds

The Investment Specialist - Funds is a member of the fund specialist team and is responsible for meeting the team's financial objectives. He/she is expected to actively manage risk and meet all regulatory and internal compliance expectations. The incumbent works closely with relationship managers (RM) and investment advisors (IA) and provides up-to-date investment advice.

KEY FEATURES OF THE POSITION

People Management

• Contribution to strengthening team spirit and promoting a cooperative working environment
• Motivating and providing guidance/feedback to other team members to improve overall performance

Client Management (internal & external)

• Active promotion of current conviction fund ideas to the forefront
• Understanding asset allocation and recommending suitable funds for clients with different risk profiles
• Provision of advice in a portfolio context on fund products for RM, IA, and clients
• Creation and maintenance of customized investment proposals for RM, IA, and customers
• Communication and training of RM, IA in the positioning of investment funds, ETFs, alternative investments, and other solution-oriented investments
• Regular review of client books and generation of "holding-based switch" ideas in relation to managed portfolios for RM/IA/clients
• Publication and distribution of written updates on markets and relevant thematic investment ideas/strategies
• Partnering with RM/IAs in client calls and meetings, particularly in providing fund investment advice and updates in a portfolio context

Business Management

• Work to achieve the team's financial goals as defined by Head Funds Specialists Singapore
• Regular review of functions in practice to maintain efficiency and productivity at optimal levels

Compliance & Risk Management

• Fulfillment of all legal, regulatory and compliance standards/requirements
• Compliance with all internal control manuals
• Regular evaluation of functions to mitigate associated risks
• Promotion of values and behaviors (compliance, but not limited to standards such as honesty and integrity, diligence and prudence, fair treatment, conflict resolution, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations)

Your profile

SKILLS REQUIRED FOR THE POSITION

Personnel and social

• Excellent interpersonal and communication skills to deal with different levels of stakeholders
• Strong presentation skills
• Solid analytical skills with good judgment and the ability to work under