{"id":1241588,"url":"https://alion.io/job/ocbc-team-head-managed-solutions-advisory-msa","title":"Team Head, Managed Solutions Advisory (\"MSA\")","company":{"id":4187,"name":"OCBC Bank","domain":"ocbc.com","url":"https://alion.io/company/ocbc","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":122,"ghost_share":0,"stale_share":0.779,"repost_share":0,"time_to_fill_p50_days":45,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Solutions","role_family":"Solutions","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hong Kong"],"countries":["HK"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":83000,"max_usd":187000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":253},"experience_years_min":15,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-23T00:00:00Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-10-18T09:07:44Z","board_verified":true,"closed_at":null,"days_open":25,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":25},"description":"Bank of Singapore opens doors to new opportunities.\nAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!\nProduct Management\nThe candidate will be responsible for driving the overall growth of AUM and the increase of penetration of Managed Solutions in BOS Hong Kong. This includes the advisory and distribution of mutual funds, in-house Discretionary Portfolio Management (DPM) solutions, and Alternatives solutions, encompassing hedge funds and private markets strategies (private equity, private credit, infrastructure, real estate funds).\nThe candidate will lead and manage a team of Product Specialists, partnering closely with the HK Front Office and CIO-offices in SG and HK to deliver comprehensive public and private wealth investment solutions to BOS Hong Kong clients.\nIn partnership with the Head of Managed Solutions Advisory in SG and the Head of CIO-HK, the candidate will oversee all regulatory, governance, and controls-related activities associated with the advisory and distribution of Managed Investment products in Hong Kong, ensuring full compliance with applicable regulatory requirements and internal bank policies.\nDuties in Hong Kong\nResponsible for all HK regulatory and audit matters related to all managed solutions in HK.\nManage the MSA business in HK, working closely at the enterprise level with the CIO-SG and CIO-HK teams for Managed Investments (including mutual funds, hedge funds, private markets and in-house DPM services.\nDevelop and align the recommendation framework for managed solutions to the CIO’s overall asset allocation models (including the Whole Portfolio Approach) to achieve outperformance versus appropriate benchmarks (if any).\nBe a liaison between Funds Selection, Alternatives, DPM teams and Front office to articulate investment philosophy, process, performance, positioning and market outlook, as well as proactively identifying opportunities and client interest, and manage the \npre-sale product training and post-sales review where necessary.\nCommunicate relevant funds-related information, timely investment ideas, themes and risks to the business and front office network.\nDevelop and maintain excellent relationships with funds partners to obtain investment ideas and flow information contribute to overall managed investments pipeline development and proposals.\nEngage internal stakeholders and management to enhance sales & related processes and procedures.\nComply with all internal and regulatory policies and procedures related to the MSA business in HK.\nEnsure all team members adhere to compliance, policies, procedures and guidelines including alignment with BOS’s culture, values and behaviours.\nUsing data analytics and AI tools to analyse business data and trends for planning and strategic initiatives.\nFacilitate the interaction between fund houses with Fund Selection and Alternative Investment teams.\nProvide leadership, training, coaching and mentorship to the direct MSA team members in HK.\nParticipate and lead strategic projects locally and regionally to deliver improved client experience.\nGlobal MSA Duties\nTo work closely with the Global Head of MSA and all members of the CIO Management Team to ensure consistency of sales and advisory messaging (investment risks and themes/ investment ideas) and alignment on product development and pipeline.\nTo join the MSA Management Team representing the MSA business in HK.\nWork Experience\nAt least 15 years of relevant sales experience in managed investments (mutual funds, alternatives products and discretionary portfolio management services), of which at least 5 years obtained in the Hong Kong Private Banking industry including ability to understand fundamental and technical factors affecting the products.\nPrior experience working with relationship managers and high net worth trading clients is an advantage.\nPrior managerial experience in leading a team and working in a global, matrixed business.\nStrong understanding of local regulations related to a managed investments business in Hong Kong.\nExcellent communication skills\nFluent in English and Chinese (Mandarin and Cantonese)\nPossess high conduct credentials, ethics, honesty and integrity which align with the BOS’ desired culture, values and behaviours.\nEducation Requirements\nWell recognized university degree, preferably with a CFA or other relevant post graduate qualifications.\nPreferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification.\nPlease note that this is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) regulated by the Hong Kong Monetary Authority (HKMA). The MRC Scheme requires all Authorized Institutions (“AIs”) under the supervision of the HKMA intending to hire an individual for certain relevant positions that fall within the scope of the MRC Scheme to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current AI employer(s) covering the seven years prior to the application for such position.\nCandidates applying for this in-scope position should be aware that reference checks will be conducted in compliance with the HKMA’s MRC Scheme.\nFor more information, please refer to The Hong Kong Association of Banks website and the FAQs_for_In-Scope_Individuals-1778664733.pdf","description_format":"text","description_chars":5824,"description_truncated":false,"requirements":{"experience_years_min":15,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"Chinese","level":"Advanced (C1)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-25T16:46:41Z"}],"visa":[],"liveness":{"score":56,"band":"ok","label":"Likely open","p_open":1,"p_active":0.621,"p_room":0.9,"age_days":24,"expected_fill_days":45,"reasons":["conf:33","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-10-17T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/ocbc-team-head-managed-solutions-advisory-msa","json_url":"https://alion.io/job/ocbc-team-head-managed-solutions-advisory-msa.json","meta":{"generated_at":"2026-10-18T19:05:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23532,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-19T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4187},"rest":"https://alion.io/mcp/rest/get_company?id=4187"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Focbc-team-head-managed-solutions-advisory-msa"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Focbc-team-head-managed-solutions-advisory-msa"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Focbc-team-head-managed-solutions-advisory-msa"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ocbc-team-head-managed-solutions-advisory-msa\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Focbc-team-head-managed-solutions-advisory-msa"}]}