Fund Specialist

Overview
CREDIT AGRICOLE GROUP is a major player in Europe with a strong international presence through our operations in the globe. CA Indosuez (Switzerland) SA is among the leading foreign Banks in Switzerland specialized in wealth management (Private Banking). With more than CHF 40 billion under management, we offer all the advantages of an independent Swiss bank while benefiting from a top-level international network and a solid parent company, the Crédit Agricole Group.

We are now seeking  dedicated and motivated individuals to fill the position of Fund Specialist of the Hong Kong Branch.

Outline of the Position:

• Focus on developing the Funds (mutual funds and hedge funds) business line by increasing revenues, product penetration and AUM.
• Collaborate with internal and external stakeholders to select best in class funds and develop relevant tailored investment solutions for UHNWIs.
• To manage the Funds business line, overseeing all marketing and administrative matters.
• To work closely with Head office and participate in the fund committee ensuring that Asia's interests is represented as well.
• Ensure prompt and accurate execution in compliance with procedures and regulations.
• Ensure both Singapore and HK solutions are in line with Head office.

Key Responsibilities:

Advisory

• Responsible for the Hong Kong funds list and funds investment ideas generated.
• Provide advisory services across all mutual funds and hedge fund advisory mandates to Relationship Managers, Investment Advisors and UHNWIs.
• Monitor client's holdings and keep Relationship Managers/Investment Advisors/UHNWIs informed on fund industry news/market movements.

Sales and Marketing

• Produce regular market updates, publications and presentations on funds.
• Focus on delivering the appropriate products, customized content and user friendly tools for marketing purposes in an efficient and timely manner.
• Conduct relevant trainings with RMs/IAs to promote and support the distribution of investment funds.

Product Development (To work closely with Head office)

• Conduct both qualitative and quantitative due diligence to onboard mutual funds catered for the Asian clientele.
• Manage the life cycle and product development process of fund related products (FMPs, Leveraged Deposit Programs, Launching of In-house funds etc).
• Review/monitor product risk ratings, product lending values, trailer fees and distribution.

Key Requirements:

• Degree in Banking and Finance or equivalent. Post grad qualification and CFA would be a plus.
• Between 5 to 10  years of experience in fund (mutual fund and hedge fund) advisory and fund due diligence, preferably in the wealth management sector facing Relationship Managers, Investment Advisors and UHNWIs.
• Good knowledge in compliance and regulations of the fund management industry.
• A team player equipped with excellent presentation & communication skills.
• Able to communicate fluently in English.  Mandarin and other languages or dialects is a plus.
• Well versed in Bloomberg, Morningstar or Lipper

You will be offered a rewarding package including performance bonus, and excellent opportunities for a long-term career development. We also provide medical, life insurance, provident fund. Your detailed resume with present and expected salary is welcome by email at hr@ca-indosuez.hk.
 
Personal data provided by applicants will be used for recruitment purpose only.  Applicants not contacted within 6 weeks may consider their applications unsuccessful, in which case their information will be kept in strict confidence for a maximum of 24 months and only be used for the purpose of selection.