Private Wealth Management - Fund Specialist

Private Wealth Management - Fund Specialist

About our client:

• Top Chinese securities firm

Location:

• Hong Kong

Responsibilities:

• Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
• Provide Relationship Managers (RMs) with technical advisory on fund selection and portfolio construction to drive Assets Under Management (AUM) and revenue growth.
• Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
• Define business requirements and conduct User Acceptance Testing (UAT) for fund systems to streamline operational and sales workflows.

Pre-requisites:

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• 3–5 years of experience in private banking, wealth management, or fund distribution.
• Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
• Proficiency in MS Office, particularly Excel and PowerPoint.
• Professional fluency in written and spoken Chinese and English.
• Compliance-focused with high attention to detail in document review and transaction monitoring.