Director, Funds Advisory
4 weeks ago
A well-established private bank in Asia is looking to hire an experienced Mutual Funds Advisor to join their team.
Responsibilities
As an experienced Funds Specialist, you will provide strategic leadership in the delivery of investment strategy and product solutions to Relationship Managers (RMs) and Investment Advisors (IAs). This involves building an integrated, multi-disciplined approach to investment idea generation and ensuring penetration of funds in line with the Bank's overall investment strategy. You will work closely with RMs and IAs on client pitches, identifying suitable products and ensuring a strong "post-sales" advisory service. You will conduct rigorous fund/manager research to generate and maintain a set of fund recommendation within various asset classes.
Requirements
You have strong academic qualifications and 10 - 15 years of relevant experiencein funds advisory/funds sales in private banking or asset management. You have a strong grasp of investments and a track record in growing AUM. Your strong interpersonal and communication skills will enable you to work effectively with various internal stakeholders and HNW clients. You thrive in a team-based environment, yet are hands on and able to work independently.
To Apply
To apply, please submit your resume to Amy at am@kerryconsulting.com quoting the Job Title: Fund Advisory/AM29741. We regret that only shortlisted candidates will be notified.
Registration No: R1875960
Licence No: 16S8060
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