Fund Specailist, Private Banking

  • Negotiable HKD
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Non-disclosed
  • 04 Sep 18 2018-09-04

My client, a leading international private bank under one of the world's largest banking and financial service organisations, is currently looking for a Fund Specialist, Associate Director/ Vice President.

My client, a leading international private bank under one of the world's largest banking and financial service organisations, is currently looking for a Fund Specialist, Associate Director/ Vice President.

Responsibilities:

* Provide professional investment advice and execute Funds and Exchanged Traded Funds ETFs related services to high new worth clients
* Work Closely with Relationship Managers and Investment Consultants and to increase the Bank's activity, market share and profitability
* Support Relationship Managers and Investment Counsellors penetration into Funds and ETFs through an understanding their clients' investment objectives and recommending Funds and ETFs to meet their requirements
* Provide market intelligence, competitive analysis and recommendations on new investment opportunities
* Maintain consistently professional and high quality services of the Funds Team
* Arrange and prepare regular investment presentation to Relationship Managers and Investment Counsellors for market and portfolio update
* Ensure that daily operations are in compliance with both internal and external regulatory requirements including the Bank's policy, standards, guidelines and procedures and the code and ordinance laid down by the Government and regulatory authorities, particularly those applicable to product due diligence, suitability and course of selling

* Work closely with internal and external asset managers to improve marketing and aftersales

Requirements:


* Bachelor Degree or above in Finance, Economics and Accounting
* Proven track record in providing advisory or solutions with in-depth exposure to Funds and Exchanged Traded Funds (ETFs)
* Client oriented with good communication and presentation skills
* Independent, able to work under pressure
* Fluency in both written and verbal English and Chinese, including Mandarin