Funds Select Analyst

Standard Chartered Bank Hong Kong
Hong Kong
Jul 21, 2018
Jul 26, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

We are currently looking for a Funds Select Analyst. Report to the Managing Director, Head, Managed Investments, Group Wealth Management, the candidate is responsible to:

  • Identify, analyse, select and monitor conviction funds for SCB platform
  • Support frontline across segments through training, updates and marketing collaterals
  • Maintain and ensure compliance and governance of Group Funds to overall Bank policy

The successful applicant will assist to grow the Hong Kong funds distribution business with the below roles & responsibilities.

Fund Selection:

  • Meeting and assessing fund managers
  • Select high quality funds for SCB clients
  • Monitor Funds recommended on SCB platform

Communication, Sales and Marketing Support:

  • Communicating convincingly and effectively the rationale behind fund recommendations
  • Help manage and develop internally and externally approved marketing collaterals
  • Provide product training to both the distribution and frontline staff
  • Participate in direct client pitches when necessary
  • Collect and share views of asset manager partners with the GIC


  • Tertiary education minimum, CFA charterholder preferred
  • solid experience in a fund selection role
  • Deep knowledge of global equity and fixed income markets
  • Experienced user of mutual fund databases (Morningstar/Lipper)
  • Strong analytical, writing and presentation skills

We are committed to building a culture that fosters a diverse and inclusive environment that's free from bias, where everyone can realise their full potential and make a positive contribution. This is just one of our values that is expressed in our brand promise - here for good. Apply Now.

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