Private Wealth Management - Fund Specialist
Fuku · Hong Kong, HK
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- Location
- Hong Kong, HK
- Type
- Full-time
- Posted
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.
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