CTBC Bank, Singapore Branch
3 months ago
Funds & Mandate Analyst
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Company information
- Company
- CTBC Bank, Singapore Branch
- Location
- Singapore Singapore
- Posted
- 3 months ago
Job description
Job Purpose
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- Assume primary responsibility to support the system maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”).
- Be responsible for data processing and research work relating to funds and mandate business.
- Prepare and update marketing collaterals for discretionary portfolios and fund products.
- Manage related processes and process enhancement projects.
- Handle administrative tasks of the Funds & Mandate Team.
- Fund Platform Support
- Support the information gathering and analysis in the funds research, due diligence, process and output that can be implemented and leveraged across the region.
- Prepare internal and external client‑ready publications, updates and marketing materials.
- Assist to manage relationships with major counterparties and key market players.
- Work within the Funds team to ensure coverage at all times.
- Discretionary Portfolio Management Support
- Support the management and monitoring efforts of Discretionary Mandates.
- Sales Support
- Publish regular investment material for use with clients, including flash output as appropriate.
- Monitor fund performance and client positions on regular and ad‑hoc basis.
- Compliance and Processes
- Ensure full compliance with CTBC internal Policies and Procedures, further with all local and cross‑border regulatory requirements.
- Provide assistance to manage funds & mandate related product programs, policies and vendor due diligence.
- Manage product setup, due diligence documentation and the regular reviews processes.
- Be actively involved in ad hoc projects for process/system enhancements.
- Administrative Support
- Handle the administrative tasks of the Funds & Mandate Team.
- Proficiency in Excel and data work.
- Attention to details.
- Some knowledge in Funds products.
- Commitment to team work and a willingness to learn from others.
- Highest ethical standards.
- Excellent communicator, Mandarin proficient as the role involves liaising with Mandarin speaking stakeholders.
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Required skills
- compliance
- team work
- excel
- research
- administrative tasks
- due diligence
- marketing materials
- regulatory requirements
- data processing
- procedures
- attention to details
- communicator
- counterparties
- mandarin proficiency
- ethical standards
- internal policies
- process enhancement
- product setup
- funds
- marketing collaterals
- regular reviews
- mandate business
- discretionary mandates
- market players
- fund platform
- ctbc private banking
- discretionary portfolios
- fund products
- funds research
- client publications
- investment material
- fund performance
- client positions
- product programs
- vendor due diligence
- process/system enhancements
- data work
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