Intermediary Relationship Manager, Southeast Asia

About the role

State Street Investment Management is looking for an Intermediary Relationship Manager in Singapore to join its Intermediary Client Coverage team. You will work closely with the Head of Intermediary – Southeast Asia to grow assets with financial intermediaries across Singapore and targeted Southeast Asian countries, selling State Street IM listed and unlisted solutions such as SGX-listed and globally domiciled ETFs, and unlisted and model portfolio solutions.

Key responsibilities

• Develop and execute segment and client plans that drive sales of State Street IM investment solutions across Singapore and targeted Southeast Asian markets.
• Own, build and deepen a panel of key intermediary clients and prospects, accountable for AUM, net new assets and revenue.
• Identify client needs and position investment solutions across asset classes, wrappers and domiciles.
• Secure and expand product shelf access, model portfolio inclusion and platform listings with private banks, wealth managers and digital platforms.
• Communicate investment ideas, research and market views to clients, and use the CRM to manage the pipeline and deliver a quarterly sales plan.
• Lead client engagement through seminars, roundtables, events and regional campaigns with Marketing and subject matter experts.
• Provide product feedback to the Product team and represent State Street at industry forums in Singapore and Southeast Asia.
• Conduct regulated activities in line with MAS requirements and internal policies, with Legal and Compliance.

Required profile

• Singapore citizenship or permanent residency, or eligibility for an Employment Pass.
• Eligible to be notified to MAS as an appointed representative of State Street Global Advisors Singapore Limited, with the required CMFAS modules completed (not negotiable).
• Meets MAS fit and proper criteria, with a clean regulatory, disciplinary and credit history, and commits to ongoing competency.
• Sound working knowledge of the Securities and Futures Act, Financial Advisers Act, collective investment schemes, fair dealing, AML/CFT and the Personal Data Protection Act.
• Understanding of cross-border marketing restrictions for other Southeast Asian markets.
• 5-7 years of strategic sales and client relationship experience, preferably in ETFs, funds and model portfolios, with established relationships with private banks, wealth managers, digital platforms and/or asset managers.
• Degree qualified or equivalent, preferably in a financial or analytical discipline; CFA or CAIA is an advantage.

Required skills

• Listed (ETF) and unlisted product structures, including SGX-listed ETFs, US-domiciled ETFs, UCITS ETFs and Luxembourg or Singapore-domiciled funds.
• Investment drivers, asset classes, portfolio construction and asset allocation, including SAA and TAA.
• Strong analytical skills, risk, compliance and regulatory awareness, and ability to build relationships with internal and external stakeholders.
• Regional language capability (Mandarin, Bahasa or Thai) is an advantage.