AIMS - Managed Solutions Advisory - MD

Bank of Singapore Limited; Singapore; On-site; SGD 240,000 - 360,000; Full time

Job summary

Bank of Singapore seeks a Head of Managed Solutions Advisory to lead the MSA team, overseeing investment advisory, distribution, and post-sales monitoring for funds, alternatives, and DPM strategies. You will drive AUM growth, coordinate with front office, and align solutions with asset allocation models across markets.

The role requires a strong investments background, 10+ years in the field, and senior leadership experience within asset management or private banking.

Qualifications

• Strong investments background with knowledge of funds and DPM across global equities, fixed income and alternatives.
• At least 10 years of fund distribution/investments experience with proven track record.
• Experience with digital and AI projects and digital solutions.
• Excellent verbal and written communications skills with professionalism in client interactions.
• CFA or Master in Finance from a reputable university preferred.

Responsibilities

• Lead and manage the MSA team to grow AUM and penetration of managed solutions.
• Collaborate with Relationship Managers/Investment Advisors; align funds with asset allocation.
• Conduct fund, APM and DPM review meetings with clients and lead group sales sessions.
• Liaise between Funds Selection, Alternatives, Investment Advisors and Front Office.
• Drive growth in DPM in partnership with portfolio management teams and CIO Lab.

Skills

Investments knowledge

Leadership

Digital & AI projects

Verbal & written communication

Second language

Education

CFA holder or Master in Finance

Job description

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!

The Managed Solutions business at Bank of Singapore covers the sourcing, due diligence, selection, advisory, marketing and post-sales lifecycle management of mutual funds, hedge funds, private markets, as well as discretionary and advisory portfolio management.

The Managed Solutions Advisory (MSA) team is responsible for the investment advisory and distribution and post-sales monitoring of in-house and third party, professionally managed, fund investment opportunities (including alternatives investments), CIO Lab, and Discretionary Portfolio Management ("DPM"), collectively referred as “Managed Solutions Business”. The MSA team’s role is to provide advisory and distribution for managed solutions and alternatives, partnering with solution providers in capturing unique opportunities for clients.

Scope of the role covers advisory and discretionary portfolio mandates, mutual funds and alternative solutions (Hedge Funds and Private Market Funds) and services such as CIO Lab. The team performs investment advisory through managed solutions based on the Bank’s “Whole Portfolio Approach”, working within the Chief Investment Office in partnership with internal and external stakeholders.

WHAT YOU DO

The main functions of the Head of MSA include leading and managing the team at BOS and contribute to increasing the penetration of MI Business amongst the bank’s clients and provide oversight for the following functions: Advisory and Sales To grow AUM and increase the penetration of managed solutions through marketing and advice to RMs and clients. This involves maintaining strong collaboration with Relationship Managers/Investment Advisors. Be a liaison between the Fund Selection, APM and DPM teams and Front Office, articulating investment philosophy, process, performance, positioning and market outlook, as well as proactively identifying opportunities or client interest Conduct fund, APM and DPM review meetings with clients, and undertake group sales meetings with RMs from designated markets to provide them with focus ideas and updates Align the recommendation of funds to the BOS’s overall asset allocation models to achieve outperformance versus appropriate benchmarks Participate in advisory team meetings with the Fund Selection and Alternative Investment teams to help brainstorm new ideas and funds that should be prioritized for onboarding Demonstrate effective collaboration with CIO Investment Institute, Funds Selection, Alternatives Investment, Investment Advisors and Front Office as well as other BOS/OCBC/GE departments. Support growth in DPM services in partnership with DPM portfolio management and Client PM teams to drive increased mandate penetration Bank-wide. Data Analytics and AI tools Using data analytics and AI tools to analyse business data and trends for planning and strategic initiatives Platform / Client Experience Participate and lead strategic projects to deliver improved client experience. External Fund Houses Together with Funds Selection and Alternative Investments, facilitate interactions with fund houses in relation to fund launches, after sales and coordination.

Qualifications

WHO YOU ARE

• Strong investments background, with solid knowledge of funds and DPM across global equities, fixed income and alternative asset classes as well as asset allocation and portfolio approaches.
• Preferable work experience in asset management/Private Bank as a team lead
• At least 10 years of fund distribution/investments experience with proven track record
• Experience with and keen interest in digital and AI projects and digital solutions
• Excellent verbal and written communications skills with the ability to project a high level of professionalism, and effectively communicate with clients, portfolio managers and management in small and large settings.
• Leadership and management expertise Drive, initiative, and creativity
• Good, relevant undergraduate degree CFA holder &/or Master's degree in Finance from reputable university is strongly preferred
• Good command of 2nd language preferred

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best‑in‑class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.