Intermediary Relationship Manager

Purpose of Role

This role is an exciting opportunity to join the State Street Investment Management Intermediary Client Coverage team in Singapore and help grow our business with financial intermediaries across Singapore and targeted Southeast Asian countries.

Working closely with the Head of Intermediary – Southeast Asia, your mission will be to develop and execute strategies to grow assets across our available State Street IM Listed and Unlisted Solutions (including SGX-listed & globally domiciled ETFs), Unlisted and model portfolio solutions across our priority intermediary client segments:

• Financial Intermediaries – wealth managers and private banks, online platforms, brokers, robo-advisers, independent financial advisers (IFAs), Family Offices and other retail aggregators.

• Asset Managers – single and multi-asset fund managers, discretionary portfolio managers and insurance company asset management arms.

You will partner with the Product, Marketing, ETF Strategists and Legal and Compliance teams to deliver investment insights and solutions to clients and prospects and play a key part in building a client-focused, collaborative and dynamic sales culture in the region.

What you will be responsible for

As Intermediary Relationship Manager, you will

• Sales strategy – Develop and execute segment and client plans that drive sales of the State Street IM investment solutions, permitted for distribution across Singapore and targeted Southeast Asian markets.

• Book of business – Own, build and deepen a panel of key intermediary clients and prospects, with clear accountability for AUM, net new assets and revenue outcomes.

• Client partnership – Identify and anticipate client needs, and position relevant investment solutions across asset classes, wrappers and domiciles.

• Platform and distribution access – Secure and expand product shelf access, model portfolio inclusion and platform listings with private banks, wealth managers and digital platforms.

• Investment insight – Clearly communicate investment ideas, research and market views to clients, one-on-one and one-to-many.

• Pipeline discipline – Use our CRM and business intelligence to manage pipeline, prioritise opportunities and deliver a quarterly sales plan.

• Campaigns and events – Lead client engagement through seminars, roundtables, events and regional campaigns in partnership with Marketing and our subject matter experts.

• Product feedback – Provide high-quality client feedback to the Product team on new product ideas and enhancements across listed and unlisted solutions.

• One team – Collaborate across the State Street and State Street IM businesses to deliver a smooth client experience.

• Market intelligence – Stay abreast of industry, regulatory, product and competitor trends so State Street IM is well positioned in the region.

• Industry presence – Represent State Street Investment Management at industry forums and events in Singapore and Southeast Asia.
• Conduct and controls – Conduct all regulated activities in line with MAS requirements and internal policies, working closely with Legal and Compliance.

Singapore Regulatory and Licensing Requirements

This role is based in Singapore and requires the successful candidate to meet the following requirements from day one:

• MAS representative status – Must be eligible to be notified to MAS as an appointed representative of State Street Global Advisors Singapore Limited under the Representative Notification Framework before conducting any regulated activity. Only MAS-licensed representatives may conduct regulated activities in Singapore.

• CMFAS examinations – Must have already completed the CMFAS modules required for the relevant regulated activities (or hold a recognised exemption). This is not negotiable, as the role holder must be able to engage clients immediately. Required modules to be confirmed with Compliance.

• Fit and proper – Must meet the MAS Guidelines on Fit and Proper Criteria, with a clean regulatory, disciplinary and credit history.

• Ongoing competency – Commit to meeting MAS and internal continuing professional development and annual attestation requirements.
• Regulatory knowledge – Sound working knowledge of the Securities and Futures Act, Financial Advisers Act, Code on Collective Investment Schemes (including authorised, recognised and restricted schemes), the accredited and institutional investor framework, MAS Guidelines on Fair Dealing and on Individual Accountability and Conduct, AML/CFT requirements and the Personal Data Protection Act.
• Cross-border awareness – Understand cross-border marketing restrictions when covering other Southeast Asian markets, and support visiting non-Singapore-licensed colleagues to stay within regulatory boundaries.
• Right to work – Must hold Singapore citizenship or permanent residency, or qualify for an Employment Pass.

What we value

These skills will help you succeed in this role

• Knowledge of listed (ETF) and unlisted product structures, both locally and globally domiciled, including SGX-listed ETFs, US Domiciled ETFs, UCITS ETFs and Luxembourg or Singapore-domiciled funds.

• Understanding of investment drivers, asset classes, portfolio construction and asset allocation, including SAA and TAA.

• Strong business instincts, good judgement and a creative mindset.

• Ability to bring fresh insights and new approaches based on experience, a global perspective and well-reasoned facts.

• Demonstrated commitment to risk, compliance, governance and regulatory policies and procedures.

• Strong analytical skills and the ability to prioritise multiple responsibilities to meet deadlines.

• Ability to build positive relationships with internal and external stakeholders.
• Regional language capability (e.g., Mandarin, Bahasa or Thai) is an advantage.

Education & Preferred Qualifications

• Strong client-facing and investment experience in the asset management industry, preferably with ETFs, funds and model portfolios.

• 5-7 years of experience in strategic sales and client relationship management, operating atleast mid-level.

• Established relationships with private banks, wealth managers, digital platforms and/or asset managers in Singapore and Southeast Asia.

• Strong understanding of Singapore and regional intermediary segments, including the role of platforms, discretionary mandates and model portfolios.

• Proven ability to contribute to and successfully execute strategic sales plans through one-on-one and one-to-many activity.

• Degree qualified or equivalent, preferably in a financial or analytical discipline; CFA or CAIA is an advantage.
• Currently holds the relevant Singapore CMFAS qualifications (see Singapore Regulatory and Licensing Requirements).

Personal Profile

What we need you to be / possess:

• Excellent communication and presentation skills.

• Confident, enthusiastic and solution-oriented.

• Strong technical ability and investment industry knowledge.

• A collaborative team player with strong organisational skills.
• Positive, entrepreneurial and can-do attitude.

• Willingness to roll up sleeves and navigate complexity.

• Accountable, with strong ownership of deadlines and outcomes.

• Aligned with State Street’s culture of corporate citizenship.

• Desire to work in a diverse, multicultural environment and for an equal opportunity employer.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement