Job scopes
Fund Collateral Management:
- Participate in production calls to ensure timely delivery of factsheets and performance reviews for different channels.
- Update corporate action changes in the internal data portal to ensure that the impacts onfactsheets are accurately reflected downstream.
- Perform sample audit checks on factsheets and performance reviews to verify accuracy, covering Singapore Retail factsheets, Singapore/Hongkong Professional factsheets, and Monthly/Quarterly Performance Reviews (MPR/QPR).
- Prepare and deliver the Monthly Composition of Dividend Payments report.
- Coordinate with an external vendor for typesetting the monthly dividend reports, proof-read the output, and distribute the final reports to the Sales team.
- Collaborate with the APAC (Asia Pacific) Product Development team to distribute regulatory materials like Product Prospectuses and Product Highlight Sheets (PHS), as well as other communication materials.
Sales Materials Support:
- Partner with the Sales team to develop and craft the product messaging and value proposition for key focus funds.
- Customize standard investment product presentations into sales decks tailored to Singapore and Hong Kong markets.
- Liaise with Investment Directing teams and use resources such as Bloomberg Terminal and reports to gather relevant investment information for sales presentations.
- Ensure sales materials receive compliance clearance, making necessary changes based on feedback.
- Manage the different versions of fund materials, including intermediary versions for Singapore, Accredited Investor and Professional Investor (AI/PI) sales decks for Hong Kong, as well as Singapore and Hong Kong fund placemats.
- Oversee the uploading of sales materials to external aggregator platforms like Fund Info and coordinate with external translators for translated materials as required.
Job Requirements:
- Degree in Business, Finance, or a related field.
- Minimum of 1 year of experience in product management or sales support within financial services industry.
- Great attention to detail and ability to manage complex projects with multiple stakeholders.
- Familiarity with investment products and fund management processes.
- Excellent verbal and written communication skills.
- Ability to work independently and collaboratively with cross-functional teams.
- Advanced knowledge of MS Office (Word, Excel, PowerPoint).
Thank you for your interest!
We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with our consultant at [email protected]
Cristina Malabuyoc Malijan EA License No. 02C3423 Personnel Registration No. R1111547
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