Assistant Director - Affiliate Distribution & Partnership

Eastspring Investments (Singapore) Limited; Singapore; On-site; SGD 180,000 - 250,000; Full time

Job summary

A leading investment firm in Singapore is seeking an Affiliate Distribution & Partnership Assistant Director to manage Life & Affiliated distribution channels. This role involves developing and delivering investment solutions while coordinating with various stakeholders. The ideal candidate must have over 15 years of experience in sales or investment advisory and hold relevant CMFAS qualifications. Strong interpersonal and project management skills are essential for success in this dynamic environment.

Qualifications

• At least 15 years’ experience in a relevant role.
• Licensed with CMFAS qualifications.
• Deep understanding of financial products.

Responsibilities

• Develop and support Life & Affiliated distribution channels.
• Coordinate with Group Prudential for relationship management.
• Design and develop Wealth and ILP solutions.

Skills

Sales or investment advisory role experience

Knowledge of asset management industry

Excellent presentation skills

Strong business communication skills

Time management and prioritization

Project management skills

Ability to work under pressure

Education

Relevant CMFAS qualifications

Job description

Key Accountabilities

The role of the Affiliate Distribution & Partnership Assistant Director is responsible for the development and support of the Life & Affiliated distribution channels of Eastspring in Singapore and regionally. The individual is responsible for delivering the Eastspring Wealth/Investment proposition and solutions to the client to support profitable growth of AUM.

Support Regional ILP Strategy

Responsible for the coordination and management of each market’s Life & Affiliate channel development and support, in accordance with regional’s strategy and plan

Develop Relationship Management

Manage and co-ordinate the relationship with Group Prudential, in collaboration with Life & Affiliated distribution channels in Local Business Units

Collaborate on Wealth and ILP solutions development

Work closely with our Life & Affiliated distribution channels to design and develop Wealth and ILP solutions that meet evolving market demands e.g., retirement proposition and solutions

Delivery of Wealth proposition

Market and manage the delivery of Wealth proposition to the Life & Affiliated distribution, including Wealth training, sales and marketing materials, launch and rollout of Affiliate programs/campaigns

Optimize Regional Operating model and Fees

Implement and optimise Regional Operating model and resources including fee arrangement for funds and services such as reporting, client support etc across all Local Business Units

Curate and optimize Wealth solutions and services

Help curate and partner with Prudential to deliver distinct proposition and Wealth solutions to the Life and Affiliate channel. More importantly to coordinate and optimise across region where possible in areas such as Wealth development and marketing/training support.

Wealth & ILP development

Investment Solutions

The individual is responsible to coordinate and collaborate with Life and Affiliate channel to develop and review investment solutions. Where there’s opportunity, to extend and leverage the same solution across markets. Own targets related to Wealth & ILP business development.

Communication

The individual is responsible for managing and coordinating regional resources with local business units across markets to deliver on servicing and communications needs of the Life and Affiliate channel. This includes investment insights or strategies of the investment teams.

Governance

The individual is responsible for participating and monitoring the different performance/governance forums and, where necessary provide guidance and recommendations.

Execution and Client Servicing

In addition to relationship management, the individual is responsible to ensure execution excellence for the delivery of investment solutions. This includes:

• Delivery of investment solution
• Life and Affiliate channel governance reporting and queries
• Delivery of Eastspring Wealth proposition
• Life and Affiliate channel queries on performance, guidelines and any other related business

Experience / Qualifications

• At least 15 years’ experience, in sales or investment advisory role, either at an asset manager or a top tier bank with good knowledge of the asset management industry, insurance industry and the operating business model of an asset manager highly desirable.
• Licensed with relevant CMFAS qualifications
• Deep understanding of financial products and funds management industry
• Excellent presentation skills
• Strong business level communication skills both written and verbal including report writing skills
• Strong time management and prioritisation skills
• Confident in making decisions autonomously and taking initiative
• Strong project management skills and experience
• Proven track record for delivering results as part of a dynamic team structure
• Ability to work well under pressure
• Accuracy and attention to detail including delivering reports and documentation to a very high standard
• At ease to interact with external and internal stakeholders, including senior management, consultants, service providers, investment, and sales teams, in a multi-cultural environment.
• Strong team player, but needs to be able to work autonomously on projects and deliverables around and of varying seniority
• Be independent and resourceful in other words, a self-starter