Type de contrat :
Permanent Contract

Fund Specialist, Investment Management M/F

Modified on 10/07/2026

  • Lieu : 168 Robinson Road #23-03 Capital Tower 068912 Singapore - Singapore
  • Secteur : Asset Management
  • Numéro de l'offre : 2026-114126

Job description

The Investment Management Department in Singapore is responsible for delivering a comprehensive suite of investment solutions, including public mutual funds, alternatives, and private equity opportunities to professional investors, ensuring alignment with their risk profiles.

 

The Fund Specialist reports to the Head of Investment Management, Asia and is tasked with actively promoting and distributing CA Indosuez Investment Management products to clients across Asia. The role leverages on the CA Indosuez Investment Management platform and involves close coordination with investment specialists and the Fund Solutions team based in Europe.

 

You will have the opportunity to support the below tasks, but not limited to: -

  • Proactively develop fund sales & activities in Singapore. Marketing & distribution and advisory of mutual funds and alternative funds within the Singapore Fund universe to local clients, to local Investment Advisors and Private bankers.
  • Marketing of investment funds managed by the IWM to Private Bankers, Investment advisors and clients in Singapore.
  • Lead fund campaigns and organize regular meetings with local Investment advisors and private bankers for general pitching and switching ideas. Conduct training for local Private bankers and Investment Advisors for new funds, or re-visiting interesting leads within the list.
  • Understand and provide suitable solutions for clients using full range of eligible products. Promoting the Funds offering by combining views on the financial markets, producing tailor-made investment proposals, portfolio reviews and distribution support.
  • Participate and Contribute to regular global Fund Selection Investment Committee. Collaboration in the design and expansion of the investment offer, Fund selection and  monitoring in a global team based coordination; Expand the Singapore Fund Universe with new opportunities and conduct due diligence on the identified funds to support both Fund advisory and DPM needs.
  • Work closely with Global Fund Solution team and effectively collaborate with other teams such as Products, Operations, Legal and Compliance locally or overseas. Conduct periodic compliance reviews on the funds within the Singapore Fund Universe and respect compliance rules of local regulations.
  • Promoting the Investment Management offering, consisting of Funds (Public Funds, Alternatives & Private markets funds) and Fund Advisory services; Support local marketing efforts as requested (internal/external presentations) within Investment Management scope. Support (when needed) Private Markets local fund-raising process in accordance with internal procedure and in close coordination with Global Investment Management business line.
  • Assume any other tasks/projects as and when assigned.

  • Position with management
    No
    Minimum level of study
    Bachelor Degree / BSc Degree or equivalent
    Training / Specialization
    • Degree from leading Business Schools or Universities, preferably Master degree
    • Certification of CACS paper 1 and paper 2 needed, certification of CAIA or CFA would be a plus

    • Minimum 10-15 years of relevant Marketing Sales & fund specialist experience, specialized in similar mutual fund and alternative fund sales, or investment consulting roles in Private Bank and/or Asset management. Strong public markets related background
    • Strong experience, knowledge and coverage in Alternatives & Private markets will be an advantage.
    Minimum experience level
    11 years and more
    Skills needed
    • Pro-active, self-initiated, hands on with a “can do” attitude with demonstrated ability to work independently in a small team with regional collaboration;
    • Highly effective communication skills and presentation skills  (written and verbal) ; interpersonal and strong problem-solving skills
    • Ability to clearly articulate sophisticated concepts, ideas, and processes is required
    • Strong organizational, investigative & analytical skills and attention to detail, while staying adaptable to tight deadlines
    • Strong multi-tasking and prioritization skills
    • Understanding and observance of control, risk and banking regulations
    • Be able to foster a constructive and effective working relationship with all the stakeholders in the Private bank
    • Proficiency with Excel, PowerPoint, Word and MorningStar
    • Proficiency in English required; Proficiency in Mandarin would be an advantage due to a large potential client base whom are Mandarin/Chinese speaking
    Languages
    English and Mandarin
  • Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
    CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

    By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Fund Specialist, Investment Management M/F

Published the 10/07/2026

Type de contrat :
Permanent Contract
  • 168 Robinson Road #23-03 Capital Tower 068912 Singapore - Singapore
  • Asset Management
  • 2026-114126

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