Wealth Management Service Center-Fund Specialist

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.

Requirement:

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.

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