Roles & Responsibilities
Purpose of the job :
The Institutional Investors Associate will play a key role in the growth of the GCIB Institutional Investors team and will support ongoing portfolio management of institutional investor clients within Singapore and the broader APAC region where required. This support will be critical to their role, with a core focus on customer servicing and risk management.
This role plays an integral part in delivering the Bank’s products and services to the client by way of successful completion of a range of day to day tasks, including : the management of Institutional Investor customer portfolio (including preparation of client presentations, customer account plans and any portfolio related work such as ongoing KYC and Credit application renewals), and supporting the Relationship Managers to manage new transactions on an end to end basis (incorporating deal structuring, KYC, assisting with credit submissions). In addition, the role holder is also expected to support the relationship managers with the origination activities, all whilst managing compliance with internal processes and policies.
Job Responsibilities :
Strategic
FI Strategy and Focus : This role supports the ongoing growth & management of the Institutional Investors Asian business. A proactive problem-solving attitude and high-quality standard need to be maintained and supported
Customer Acquisition under the FI Portfolio : Support the onboarding / origination of new Institutional Investor clients as part of our local, regional and global growth plans. Specific focus to independently manage a subset of clients focussed on building liabilities and deposits from these clients
Financial
No specific financial responsibilities. The core role is to provide portfolio support to the Institutional Investors Team and assist the Coverage Team Members to achieve their financial targets.
Customer
Management of customer requests : Support the Relationship Managers in managing customer needs. The role will require direct customer interactions as required from time to time to assist with ad hoc customer requests and liaising directly with clients in relation to legal documents, commercial negotiations and KYC matters, etc.
Direct customer engagement and support : The role will at times have direct engagement with Institutional Investor clients, and the employee is expected to be a good communicator, proactive, responsive and supportive at all times.
People
Collaboration : Develop and maintain strong relationships with key product partners and across the broader GCIB network (including regional Institutional Investor Coverage and Portfolio teams).
Teamwork : The role will sit within the Institutional Investor Coverage team in Singapore Financial Institutions but work across a broad range GCIB members, as well as Middle Office, Credit Risk, Operations & KYC teams, and at all times the employee will demonstrate a proactive and positive approach.
Risk : Trust and faith from our risk representatives is crucial.
Other / Control
Account Management : The Associate will support a portfolio of Institutional Investor clients with a focus on achievement of the Bank’s risk / return targets through :
Portfolio Management : Support the in country Institutional Investors coverage team with all portfolio related matters & requests across the Singapore client set, including a focus on risk / return and other strategic related work.
Job Requirements :
Education & Professional Qualifications
Length & Type of Experience
The ideal candidate should have :
We are looking for someone who :
We regret to inform that only shortlisted applicants will be notified.
Job ID : 10072614
Tell employers what skills you have
Account Planning
Account Management
Legal Documents
Middle Office
Critical Thinking
Customer Engagement
Strategy
Investment Management
Customer Acquisition
Portfolio Management
Deposits
Asian Business
Customer Management
KYC
Credit Risk
Relationship Manager • D01 Cecil, Marina, People’s Park, Raffles Place, SG