Fund Specialist

China International Capital Corporation (HK) Ltd
Hong Kong
Nov 17, 2017
Nov 24, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Job Description:


  • Build and maintain strong business relationship with various fund houses;
  • Track the market development trend, explore new funds products from various fund houses or third party platforms;
  • Conduct due diligence for new funds as well as monitor the performance, risk, condition, and adequacy of the products on an on-going basis;
  • Implement and propose new product to New Product Committee;
  • Provide training and marketing materials to WM Sales;
  • Product performance tracking and provide up to date information to WM Sales and clients.


Core Qualification:


  • Master degree in Finance, Economics or related discipline from prestigious universities.
  • Qualified under HK SFO for handling Regulated Activities Types 1 & 4, preferably with professional qualifications such as CFP or CFA.
  • Minimum 5 years of relevant experience in top investment banks or financial institutions with solid exposure and comprehensive knowledge in equity, unit trusts, bonds and structure products.
  • Good teamworker in an efficient working atmosphere under high pressure.
  • Analytical minded and sensitive to financial market trends.
  • Excellent interpersonal, presentation and communication skills.
  • Proficient in both spoken and written English and Chinese, fluent in Mandarin is a definite advantage.

Similar jobs

Similar jobs