Wilson Soh Email & Phone Number

Singapore

Singapore

Develop new content materials related to Asia commingled programs or Asia-focused separately managed accounts (SMAs)Provide training to the APAC teams on marketing content systems such as SeismicLead presentation content updates to ensure accuracy of data and compliant with the regulatory requirementsPrepare high quality customised client portfolio update materials for institutional clientsManage meetings and presentation/client update requests with APAC clients and prospects, webcasts, events, AGMs, LPAC and industry conferencesServe as the only individual key APAC product marketing resourceSupport the compliance process and guidelines for all presentation materials

Singapore

Ensure effective and timely RFP preparation meetings/calls to secure opportunitiesDrive sales and revenue growth through RFP/RFI/DDQs submission that covers private and public investment productsPrepare RFP/DDQs activity levels reports for senior managementAssist in development of metrics to track key sales figures including RFP flows, success rates, etc.Liaise with client business teams to establish product pipelinesDraft content and coordinate inputs received from internal stakeholders globally including but not limited to portfolio managers, portfolio specialists, sales, compliance, human resources, performance analytics and other teamsReview RFP/DDQs for consistency and accuracy to ensure the overall quality meets firm standardsPartner with Client Portfolio Management, Sales, and internal Federation to determine strategic approach for proposals and ensure high quality RFPs, DDQs and client queries are delivered to existing/prospective clients in a timely and accurate mannerDevelop strong understanding of Goldman Sachs Asset Management business and its investment capabilities, keeping abreast of competitive landscape, industry and market trends to facilitate improved client experienceAssist with ad-hoc projects including process optimisation and technology initiatives

Singapore

Support development and implementation of regional strategic initiatives, marketing campaigns and events that contribute to Business and Marketing objectivesManage content for all marketing channels from in-person, above-the-line and below-the-line, including regular updates for website and marketing collateralPromote J.P. Morgan thought leadership, investment capabilities and product solutionsConduct research and competitor analysis to understand client insights and identify opportunitiesPartner with internal stakeholders and external vendors to evaluate key performance metrics and optimise marketing effectiveness against plans and budgetsCollaborate with Business, Investment teams and other stakeholders to deliver timely and regionally aligned product materials such as brochures, placemats, commentaries and flyers that showcase our insights and investment capabilitiesAssist with data gathering, analysis and preparation of collateral while ensuring the quality and accuracy of investment contentEnsure marketing activities adhere to regulatory requirements, internal policies and proceduresUtilise automation tools such as Salesforce Marketing Cloud to send Electronic Direct Mail (EDM) with personalised macro and product content, leveraging on CRM data to drive client engagementLead multiple projects such as digital initiatives, migration of critical workflow and processes

Singapore

Liaise with cross-functional departments to coordinate feedback and response to regulatory surveys and questionnairesLiaise with regulators on regulatory issues, changes and queriesConduct compliance monitoring program to ensure compliance with all relevant MAS regulations, internal policies and procedures Involved in new initiatives such as identifying key compliance risks, setting up new Conflict of Interests Register to ensure firm's policies are in placeAssist in formulating, reviewing, implementing compliance policies and identifying potential areas of compliance vulnerabilities and risksProvide regulatory advisory support and training to senior management and employees such as AML/CFT, New Hire, Marketing TrainingSupport the business in developing appropriate controls and procedures to mitigate business risks, including performing due diligence checks using LexisNexis and Suspicious Transaction Reporting Officer (STRO) dutiesReviewing of regional documents such as RFPs, RFIs and marketing materials

Singapore

Conceptualise, develop and produce market & product related training presentation materials and related marketing materialsOversee the performance reporting process from end to end to ensure quick turnaround and the quality of reportingAnalyse performance against benchmarks in measuring risk and volatilityProvide continuous support to Business on client queries and requests for tailored market and product materials

Singapore

Support sales and marketing of mutual fund products to 3rd party clients, assisting the team to handle queries related to BlackRock products, fund operational issues and othersAssist in production of various sales materials including updating of presentation decks, fund commentaries, and other sales-related materialsWork with compliance to ensure all documents adhere to the local regulationsAssist in the production of client reports as well as materials to respond to client enquiries and update client contacts database

Singapore

Proactively network with clients to manage their investments and insuranceKeep abreast of personal and financial life changes for clients and maintain productive open relationships to facilitate continued revenue growthUtilise market and financial data to reinforce recommendations, offering detailed and research-based financial advice on strategies to meet clients’ financial goals