Senior Mandate Solutions Lead for Private Banking AUM Growth

DBS; Singapore; On-site; SGD 100,000 - 140,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced SVP/VP, Mandate Solutions Specialist. This role involves marketing Managed Investment solutions to U/HNW and institutional clients while driving business growth. The ideal candidate has at least 10 years of experience, a relevant finance degree, and excellent communication skills. If you're a team player with a proven track record in client engagement, this opportunity is for you.

Qualifications

• Minimum 10 years of relevant work experience in marketing to U/HNW and institutional clients.
• Experience in asset management or portfolio management is an advantage.
• In-depth knowledge of investment markets including equities, bonds, and mutual funds.

Responsibilities

• Collaborate with teams to market DPM and Managed Investment solutions.
• Drive AUM growth and sales.
• Conduct training on DPM for clients and stakeholders.

Skills

Marketing Managed Investment solutions

Client engagement

Investment strategy articulation

Team collaboration

Entrepreneurial spirit

Education

Relevant degree in finance, accountancy, or business

CFA or CAIA certification

Job description

A leading financial institution in Singapore is seeking an experienced SVP/VP, Mandate Solutions Specialist. This role involves marketing Managed Investment solutions to U/HNW and institutional clients while driving business growth. The ideal candidate has at least 10 years of experience, a relevant finance degree, and excellent communication skills. If you're a team player with a proven track record in client engagement, this opportunity is for you.