Job Description

• Collaborate with PBTPC Front Office (RMs and Investment Counsellors), CIO Office, and other stakeholders to market DPM and Managed Investment (MI) solutions managed under the CIO and DPM offices
• Engage Front Office to meet with end clients to position and market DPM and other in-house solutions
• Drive DPM & other in-house solutions AUM growth and sales
• Conduct presentation and training on DPM to both internal and external clients or stakeholders
• Liaise with CIO/DPM Communications Team on preparation of DPM proposals, marketing collaterals, announcements and other presentation deck
• Handle preparation of DPM standard and bespoke proposals, as and when required
• Co-ordinate with Portfolio Managers on the preparation of proposals, particularly bespoke materials, and presentation materials required for ad-hoc client presentations
• Handle queries from internal and external stakeholders and provide guidance on all DPM marketing related queries
• Posses entrepreneurial spirit to be able to drive business in collaboration with other BU though a 1-Bank approach.

Requirements

• Minimum 10 years of relevant work experience in marketing Managed Investment solutions to U/HNW and institutional clients
• Some asset management, portfolio management, portfolio advisory or securities trading experience will be added advantage
• In-depth knowledge of the investment market, equities, bonds, mutual funds and private asset funds
• Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders
• Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales
• A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage
• Ability to travel on business trips as and when required

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Skills Required