Company: Bank of Singapore, Asia’s Global Private Bank
Location: Dubai – United Arab Emirates
Employment Type: Full-time
Description:
The role is responsible for advising on and promoting managed investment (“MI”) products (mutual funds, hedge funds, private equity/ credit/ infrastructure/ real estate, discretionary/ advisory portfolio mandates “DPM / APM”) in a structured and organized manner. The role will lead the marketing of these products in the Middle East region for Bank of Singapore (BOS) and participate in the development of these products in coordination with the team in Singapore.
Based in Dubai, the position-holder will also assist Relationship Managers (RMs) in advising clients across MI products.
Key responsibilities include:
• Grow AUM and increase the penetration of Managed Investments (funds, APM and DPM) through marketing and advice to RMs and clients. This involves maintaining strong collaboration with Relationship Managers/Investment Advisors.
• Market BOS’ recommended mutual funds, hedge funds, private equity/ credit/ infrastructure/ real estate as well as BOS Discretionary/ Advisory… Portfolio Management (“DPM/ APM”) offerings to RMs based in BOS’ Dubai office.
• Deliver financial results as budgeted for the managed investments business.
• Work closely with the managed investments team based in Singapore. Participate in Advisory team meetings with the Fund Selection and APM team to help brainstorm new ideas and funds that should be prioritized for onboarding. Demonstrate effective collaboration with other sales and research teams within Products Group, and other Bank of Singapore/ OCBC departments.
• Engage RMs and ICs on managed investments related matters, with a focus on funds as building blocks of strategic and tactical asset allocation and whole portfolio advisory.
• Assist RMs in performing managed investments portfolio reviews for key clients.
• Coordinate with fund managers to organize trainings, events, market updates, etc.
• Align the MI advisory function in line with BOS house view, fund selection and Investment Solutions Group guidelines and procedures.
• Ensure compliance to internal and regulatory policies/ guidelines.
Requirements:
• Minimum of 10 years’ work experience in Asset Management/ Private Bank as a managed investments product specialist, with experience in client engagement and customer experience.
• Strong investments background, with solid knowledge of funds and DPM and APM across global equities, fixed income and alternative asset classes with a preference for candidates with strong knowledge of private markets including private real assets and hedge funds.
• Knowledge and hands on experience with data analytics tools such as Power BI, Tableau, and/or Qlikview, with the ability to interpret this data and draw conclusions
• Experience in Python or similar coding language will be looked upon favorably, but not necessary.
• Good, relevant under-graduate degree.
• CFA holder and/or Master’s degree in Finance from reputable university is strongly preferred.
• Excellent verbal and written communications skills (English) with the ability to project a high level of professionalism, and effectively communicate with clients, portfolio managers and management in small and large settings.
• Good command of Arabic language preferred
Source: LinkedIn
——————————————————————————
Tadawul Academy (www.tadawul.academy) is the highest rated CISI training academy in the world. Over 7000 students are enrolled on our eLearning platform. Our portfolio of qualifications includes: CISI ICWIM (Int. Certificate in Wealth and Investment Management), CISI UAE Financial Rules and Regulations, CISI Risk in Financial Services, CISI IISI (Int. Introduction to Securities and Investment), CISI Corporate Finance Technical Foundations, CISI Combating Financial Crime, CISI Global Financial Compliance, etc.