- 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
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements