Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Product Specialist, Private Equity, Alternative and Mutual Funds M/F

Vacancy details

General information


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.



Publication date


Position description

Business type

Types of Jobs - Asset Management

Job title

Product Specialist, Private Equity, Alternative and Mutual Funds M/F

Contract type

Permanent Contract

Job summary

Outline of the Position

  • Asset Management Solutions Department in Singapore is in charge of offering our Professional Investors with private equity, alternatives and mutual funds opportunities, in compliance with their risk profiles.
  • The Fund Product Specialist’s mission is to actively promote market and distribute private equity, alternatives and mutual funds to CA Indosuez Singapore branch’s clients within the Indosuez Fund Universe.


Key Responsibilities

Indosuez Private Equity Funds

  • Identify potential new clients and develop existing clients to further increase Indosuez private equity funds penetration within AUM of Singapore Branch;
  • Work closely with the Asia Private Equity Investment Manager and the other Private Equity resources at Indosuez Group to identify local needs;
  • Ensure and produce periodic private equity client portfolio reviews and reporting for local clients;
  • Work closely with the Product Specialist of Hong Kong to ensure consistency of offering in Asia and coordinate Private Equity Funds marketing across the region;
  • Support other local marketing efforts as requested (internal/external presentations);
  •  Attend Private Markets & Alternatives Investment Committees with head office.


Mutual Funds and Alternatives

  • Market mutual funds and alternatives funds within the Singapore Fund universe to local clients, to local Investment Advisors and Wealth
  • Expand the Singapore Fund Universe with new opportunities and conduct due diligence on the identified funds;
  •  Conduct periodic compliance reviews on the funds within the Singapore Fund universe;
  • Support local marketing efforts as requested (internal/external presentations);
  • Conduct training for local Wealth Managers and Investment Managers for newly added funds, or re-visiting interesting leads within the list;
  • ·Attend and contribute to bi-weekly Investment Committee with head office;


Position location

Geographical area

Asia, Singapore


168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Minimum Degree from leading Business Schools or Universities, preferably Master degree.

Level of minimal experience

6-10 years


Minimum 5 years of experience in Private Equity, Alternatives, and/or mutual funds investor relations or investment consulting

Required skills

  • Demonstrated analytical and quantitative skills
  • Highly effective communication skills
  • Self-motivated with demonstrated ability to work in a small team
  • Strong organizational skills and attention to detail
  • Strong communication skills (written and verbal)