PURPOSE
This role is to support and develop the annual product plan for FWD to ensure customers are able to save, invest and be protected in an efficient manner through Investment-Linked products (ILP)
KEY ACCOUNTAIBILITIES
- Curate best in class funds and ensure there is monitoring oversight (using fund data platforms) to ensure the funds continue to be relevant after a sale is made with collaboration with Group Office Investments team
- Support the team with distribution agreements with Fund Houses and MAS filing
- Support the team with any trade related matters with fund execution platform
- Support the BAU activities of funds which includes and not limited to corporate action, funds’ documentation, and website maintenance
- Provide pre and post fund launch support to address fund related queries from internal stakeholders, distributors and customers
- Ensure strong Compliance with regards to ILP relevant regulations and regulatory reporting and notifications (i.e. MAS 307)
- Support the team in developing strong culture of fund innovation through regular workshops with distribution partners, fund houses, customers, internal stakeholder and re-insurers. Have strong passion on wanting Singaporeans to save well and be protected at the same time.
- Ensure all funds plans are developed in accordance to the product and fund management framework developed by the company
- Provide UAT support to ensure our customers and partners have a delightful experience with FWD
- Support the ILP fund workstream to ensure all relevant user requirements are provided in a timeline manner
- Support the marketing team to ensure that the key messages are well articulated in the brochure or any other marketing efforts
QUALIFICATIONS / EXPERIENCE
- Degree in Actuarial Science, Business or Marketing or relevant discipline
- Minimum 6 years of relevant experience
- Prior knowledge or experience with life insurance products would be an added advantage
KNOWLEDGE, SKILLS & ABILITY
- Attentive to details
- Strong experience in managing funds within an insurance, platform, bank or asset management company
- Experience in using fund data platforms
- Strong interpersonal and communication skills
- Strong analytical skills
- Able to manage tight timelines and comfortable working in a fast-paced environment
