Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Product Specialist role in the Funds Selection team:

• Primary responsibility is to select managers and mutual funds and exchange traded Funds (ETFs) on the Bank’s master list.
• Responsible for identifying appropriate investment strategies and funds, conducting analysis on funds and onboarding of suitable funds for the Bank’s funds platform.
• Prepare investment communication materials and communicate with high impact with Bank’s clients and internal stakeholders
• Conduct analysis and assessment as part of ongoing monitoring of existing funds.

Main duties

Funds Selection/Review:

• Monitor market trends and perform analysis to identify best-in-class/differentiated investment strategies for onboarding to the Bank’s recommended lists of Mutual Funds and ETFs
• Work closely with team of product specialists/senior product specialists in the assessment and ongoing review the Bank’s recommended lists of Mutual Funds and ETFs.
• Work closely with stakeholders including advisory colleagues and discretionary / advisory portfolio management teams  on identifying funds or strategies to develop a comprehensive and robust funds platform.
• Ensure adherence to internal policies and procedures with respect to funds onboarding to meet policy guidelines, regulatory requirements and risk considerations.
• Closely monitor developments and conduct periodic reviews of funds on the approved master list.  
• Ensure robust funds selection and monitoring process by keeping abreast of regulatory changes in relation to funds regulations in applicable jurisdictions.
• Work closely with Advisory team to develop and maintain fund-related materials, such as monthly fund updates.
• Strong understanding of environmental, social and governance (ESG) criteria in relation to investment.

Investment Insights/Analysis:

• Develop investment insights on funds in the Bank’s recommended lists, aligned to CIO views and themes.
• Conduct selection of funds (including alternatives) for model portfolios which can be used for advisory or discretionary/ advisory portfolio management.
• Work closely with Advisory team to provide relevant product training and proactively provide content for RMs and ICs.

Client Communication and Reporting

• Prepare publication and communication materials on fund updates and investment strategies for Bank’s clients and internal stakeholders

• Conduct presentations and participate in client events, meetings and other platforms including events organised by fund houses when necessary

Projects:

• Contribute to overall funds business strategy, including digital initiatives, to grow and deepen the global funds platform for the bank.
• Be Involved in product innovation/strategic partnerships and manage relationships with fund houses.
• Contribute to projects and initiatives as part of team’s Objectives & Key Results (OKRs).
• Develop a robust process for ongoing monitoring of funds for eligibility on the master list.
• Lead or participate in cross-departmental projects related to funds.

Work experience requirements

• Relevant expertise and experience (of at least 6 years) in funds or manager selection role (from wealth management, asset management / asset owners or fund consulting background).
• Investment and regulatory knowledge across equity, fixed income, alternatives and other asset classes (e.g. commodities, hedge funds) in different markets.
• Experience in using fund databases ie. Morningstar, Mercer, Bloomberg would be a plus.
• ESG knowledge / experience is preferred.
• Results-oriented, independent individual with strong analytical, writing, communication and presentation skills. Data analytics and digital skills would be a plus.
• Stakeholder management and interpersonal skills i.e. able to work confidently and collaboratively with cross-functional stakeholders.
• Familiar with relevant rules and regulations, especially those relating to portfolio management and global private banking business

Education requirements

• University degree
• Preferably with a CFA, CAIA or other relevant post graduate qualifications in finance.
• ESG credentials or certifications would be a plus