- 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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- Multi-Asset Classes of Investment Advisory
- Expansion headcount for UHN Greater China Clients
- Superb Job Security & Worklife Balance
Job Duties
- Assume active investment advisory and client facing role by collaborating with private bankers and products specialist
- Accountable for providing timely global market updates and customized investment solutions from structured products, equities, fixed income, treasury, mutual funds and alternative investments etc
- Continuous monitoring, portfolio review and provide value added market commentaries
- Stable and well-known platform
- All-rounded COB/KYC involvement
- Friendly team with great exposures
Job Duties
- Carrying out the professional review and approval of KYC client profiles along with sanctions and AML screening
- Performing due diligence checks and relevant information searches
- SOW/SOF review and analysis for all risk levels of high net worth and ultra-high net worth clients across the globe
- Global Private Bank & Night Shift Dealing
- US Equities & FX Options Market coverage
- Excellent Worklife Balance & Bank Benefits
Job Duties
- Report to North Asia Head of Front Office
- Accountable for timely US equities, structured products and FX option trade execution by directly working with external UHNW families & clients for AP/Greater China region
- Provide quality client service and trade support to ensure fulfilment of HKMA /SFC compliance requirements
- Great Exposures to Client Onboarding
- Client Service & Administrative Experience
- International Private Banking Platform
Job Duties
- Conduct the client due diligence review including source of wealth, account-related documents, KYC profiles and name screening results
- Conduct name screening via different systems such as World Check, Factiva, internal and external systems
- Check investigation alerts that called for extensive liaison with the front office, compliance and respective stakeholders
- Regional exposures and stable platform
- Friendly working culture
- Promising career development
Job Duties
- As part of the Regional CDD Team under the COO Office, this job holder will be responsible for:
- Accountable for client onboarding for low to high-risk corporate and institutional clients Conduct end-to-end KYC / PEP and comprehensive CDD / EDD assessment in accordance with HKMA regulatory requirements/corporate governance
- Serve as the bridge between front office and compliance to tackle AML/FCC-related issues