Asia Fund Sales & Solutions Specialist

Crédit Agricole Group; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Crédit Agricole Group’s Investment Management Department in Singapore is seeking a Fund Specialist to promote and distribute CA Indosuez Investment Management products to professional investors across Asia, coordinating with Europe and local teams.

You will support fund sales, marketing, and advisory across Singapore, lead campaigns, train private bankers and investment advisors, and conduct due diligence to expand the Singapore Fund Universe.

Responsibilities

• Proactively develop fund sales & activities in Singapore. Marketing & distribution and advisory of mutual funds and alternative funds within the Singapore Fund universe to local clients, to local Investment Advisors and Private bankers.
• Marketing of investment funds managed by the IWM to Private Bankers, Investment advisors and clients in Singapore.
• Lead fund campaigns and organize regular meetings with local Investment advisors and private bankers for general pitching and switching ideas. Conduct training for local Private bankers and Investment Advisors for new funds, or re-visiting interesting leads within the list.
• Understand and provide suitable solutions for clients using full range of eligible products. Promoting the Funds offering by combining views on the financial markets, producing tailor‑made investment proposals, portfolio reviews and distribution support.
• Participate and Contribute to regular global Fund Selection Investment Committee. Collaboration in the design and expansion of the investment offer, Fund selection and monitoring in a global team based coordination; Expand the Singapore Fund Universe with new opportunities and conduct due diligence on the identified funds to support both Fund advisory and DPM needs.
• Work closely with Global Fund Solution team and effectively collaborate with other teams such as Products, Operations, Legal and Compliance locally or overseas. Conduct periodic compliance reviews on the funds within the Singapore Fund Universe and respect compliance rules of local regulations.
• Promoting the Investment Management offering, consisting of Funds (Public Funds, Alternatives & Private markets funds) and Fund Advisory services; Support local marketing efforts as requested (internal/external presentations) within Investment Management scope. Support (when needed) Private Markets local fund‑raising process in accordance with internal procedure and in close coordination with Global Investment Management business line.
• Assume any other tasks/projects as and when assigned.

Job description

Crédit Agricole Group’s Investment Management Department in Singapore is seeking a Fund Specialist to promote and distribute CA Indosuez Investment Management products to professional investors across Asia, coordinating with Europe and local teams.

You will support fund sales, marketing, and advisory across Singapore, lead campaigns, train private bankers and investment advisors, and conduct due diligence to expand the Singapore Fund Universe.