PRBK0716BB700JL
  • 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
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
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