Associate, Investment Solutions (Funds) Private Wealth Segment

Key Responsibilities

• Provide sound and well-researched investment advice on funds and fund-related matters to the sales team.
• Adhere to the CIO Office's strategy and outlook, and communicate clearly and effectively to both internal and external stakeholders through publications and presentations.
• Assist the Team Lead in constructing, monitoring, and managing the Funds Model Portfolio (FMP) used by sales teams for client recommendations.
• Assist in formulating, monitoring, and reviewing the Recommended Funds list, covering global, regional, and local markets across asset classes such as equities, fixed income, multi-asset, money market, private equity, and REITs/real estate.
• Keep the sales team updated on developments, key trends, and outlooks relating to Recommended Funds.
• Prepare and publish fund reviews and analytical reports on fund performance, as well as thematic and ad hoc reports.
• Assist in the evaluation of new and potential funds for inclusion on the product shelf.
• Attend updates conducted by fund houses and/or fund managers. Maintain and build relationships with asset management personnel, including fund managers, sales teams, and product teams.
• Assist sales teams with client investment proposals and portfolio reviews, and respond to queries from relationship managers.
• Attend client meetings, upon request from sales teams, to provide investment advisory services tailored to clients portfolios, risk appetites, and investment needs.
• Support and contribute to the development and implementation of fund products, investment strategies, and ad hoc projects that contribute to the overall success of the business.

Key Requirements

• Must have completed Modules 12 and 19 examinations.
• Prior experience and knowledge in mutual funds will be an advantage.