Associate, Product Management (Investment)

NAVIGATOR INVESTMENT SERVICES LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced professional to conduct due diligence of investment products and manage Model Portfolios. The ideal candidate has a degree in finance or economics and at least 2 years in the investment industry, with strong analytical skills and a good understanding of regulatory requirements. This role involves client presentations and training to support the investment business.

Qualifications

• Minimum 2 years in the investment or finance industry.
• CFA, CFP certifications will be advantageous.

Responsibilities

• Conduct due diligence of investment products.
• Perform fund comparisons to provide fund recommendations.
• Manage Model Portfolios to align with client objectives.
• Conduct presentations and trainings for client’s Advisors.

Skills

Good oral and written presentation skills

Analytical with problem-solving skills

Meticulous and detail-oriented

Good understanding of regulatory requirements

Education

Degree in Finance/ Economics/ Investments or equivalent

Job description

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time.

Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.

Key Responsibilities

• Conduct due diligence of investment products and management of Approved Product List on behalf of clients who are Financial Advisory Firms regulated by MAS
• Perform fund comparisons to provide fund recommendations for High Conviction Lists
• Manage Model Portfolios, ensuring that the portfolios are aligned with investment objectives of clients
• Reflecting the current market outlook, perform fund allocation adjustments to optimize returns and manage risks of the Model Portfolios
• Contribute to the market commentaries and economic outlook
• Conduct presentations, trainings and educational programmes for client’s Advisors to support the investment AUA business
• Liaise with other stakeholders such as the Singlife Group Compliance to ensure regulatory requirements are met relating the above functional activities comply with regulatory requirements
• Complete any other ad-hoc tasks/projects in a timely manner with enthusiasm and dedication as required

Requirements

Experience

• Good oral and written presentation skills
• Have relevant work experience in Investments preferably with a bank or a financial advisory firm in a sales advisory or research role
• Analytical with problem-solving skills and the ability to think critically and develop effective solutions
• Meticulous and detail-oriented and have good understanding of economics and research material
• Good understanding of regulatory requirements

Education

• Degree in Finance/ Economics/ Investments or equivalent
• CMFAS, CFA, CFP certifications will be advantageous
• Minimum 2 years in the investment or finance industry

If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.