- Most Established Regional Private Wealth Mgmt
- Mutual Funds & Alternative Investment Specialist
- Product Due Diligence & Funds Advisory
Our Client
Appointed by the Regional Private Wealth Management Arm of the most reputable Asian Based Global Securities, Asset Management & Banking Group, hiring over 25000 in 30 countries to search for Funds Product Specialist of VP/SVP Level.
Job Duties
- Assume Funds Product Specialist holding full accountabilities from product due diligence & on-going periodic review of mutual funds, ETF and private equtiy/alternative solutions
- Consult and advise seasoned private bankers from funds selection, product advisory and external clients’ pitch/portfolio review
- Accountable for funds peneration/promotion for HNW clients in the Greater China region by collaborating with 3rd parties Asset Managers & Investment/Product Solutions team in HQ
Requirements
- CFA candidate/Well qualified graduate/Degree holder with 8 years+/- relevant funds product due diligence & front office investment advisory experience
- Strong investment advisory, product specialist or portfolio management experience
- Self motivated team player with highly seasoned investment presentation skills
- Good understanding and prior experience in private wealth management business is highly desirable
- Proficient in Excel/Powerpoint
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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