Funds & Mandate Analyst at CTBC Bank

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Excel, Data Processing, Research, Fund Platform Support, Due Diligence, Marketing Collaterals, Process Enhancement, Compliance, Mandarin Proficiency, Attention To Details, Team Work, Ethical Standards

Industry

Banking

Description

CTBC Bank, Singapore Branch Your Career Our Future JOB PURPOSE: • 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. PRINCIPAL ACCOUNTABILITIES: 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 KEY COMPETENCIES: • 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 CTBC Singapore Branch has been in operation since 2009. It has approximately 200 employees across corporate & private banking, and is a key financial hub amongst CTBC branches and subsidiaries in the Asia Pacific region. Originally established as China Securities Investment Corp. in 1966, it was restructured into CTBC Bank Co., Ltd. in 1992, CTBC Bank has been building customers’ wealth and Taiwan’s economy for over half a century now. In that time, it has grown into an international force offering a comprehensive suite of financial services. Guided by the business principles of integrity and caring, our Bank has a proud history punctuated by regular achievements and innovative services. From issuing the first credit card in Taiwan to setting up the first customer service center of any bank in the country, we have led the way in the financial industry’s transformation, particularly by promoting the digitalization of business processes. As of the end of 2023, the Bank’s consolidated assets totaled NT$6.05 trillion, the most among all privately owned banks in Taiwan. It is also the best-performing bank in other indicators, such as profits, tier 1 capital, and client base. Spanning 14 countries and regions, CTBC Bank has the most extensive international presence of any Taiwanese bank, with over 370 outlets worldwide. With a subsidiary, The Tokyo Star Bank, purchased in Japan and CTBC Bank subsidiaries established in the U.S., Canada, Thailand, the Philippines, and Indonesia, the Bank has laid a strong foundation for regional business, providing international enterprises with comprehensive transnational financial services. Furthermore, in support of the Taiwanese government’s New Southbound Policy, the Bank has proactively expanded its South and Southeast Asian business in recent years by leveraging its existing branches in Vietnam, India, and Singapore. It also increased its shareholding in a local Thai operator, LH Financial Group Public Company Limited (LHFG), to 46.6%, making it the largest shareholder of the group. The Bank further obtained more than half of the seats of the Board in October 2021. Meanwhile, in Greater China, the Bank is cultivating business in the Yangtze River Delta Economic Zone and the Guangdong–Hong Kong–Macau Greater Bay Area, with Shanghai at the heart of its expansion into the Chinese market. Together, these advances abroad are providing our customers with a more convenient and comprehensive service network. Looking ahead, we’re determined to continue leading the industry in digitalization, leveraging fintech and Big Data to drive innovation and create entirely new and engaging digital experiences for our customers. We will also continue to expand our efforts in operational performance, corporate governance, corporate social responsibility, and environmental sustainability as we cement our status as “Taiwan Champion, Asia Leader.”

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Responsibilities

The primary responsibility involves supporting the system maintenance of the Fund Platform for CTBC Private Banking, alongside handling data processing and research related to funds and mandates. This role also includes preparing marketing materials and managing related process enhancement projects.