Fund Specialist, Private Wealth Management

3 days left

Employer
Options Group (Hong Kong)
Location
Hong Kong, Hong Kong
Salary
50000
Posted
Sep 01, 2021
Closes
Oct 01, 2021
Ref
11947810
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Fund Specialist, Private Wealth Management

Job Description:
  • Manage relationships with fund providers and relationship managers, maintain good relationship and drive collaborations with the partners to grow the fund business
  • Track the market development trend and conduct due diligence for new funds as well as monitor the performance, risk, condition, and adequacy of the products on an ongoing basis
  • Perform regular products update, training and marketing materials to WM Sales.

Requirement:
  • University degree, with preferred professional qualification in the Finance or Investment fields.
  • 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 a related field. Related experience should be in Investment Funds Industry or a similar position in an established Financial Institution
  • Speak English, Cantonese and Mandarin fluently and good writing in English and Chinese

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