Private Wealth Management - Fund Specialist

About this role

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.