
Mutual Fund Product Specialist
1 week ago
Mutual Fund Product Specialist
Seeking a highly skilled Mutual Fund Product Specialist to provide fund recommendations and advisory support to our Wealth Management business.
Job Description:
We are looking for a seasoned professional with expertise in fund selection, management, and product development. As a key member of our team, you will be responsible for providing fund recommendations, market intelligence, and ongoing support to our Relationship Managers and Investment Consultants.
- Provide expert-level fund selection and daily management recommendations to support our Private Wealth Management business.
- Develop and maintain relationships with internal stakeholders and external asset managers to deliver advisory communications and training.
- Participate in regional funds initiatives and projects, collaborating with cross-functional teams to drive business growth.
Requirements:
To succeed in this role, you will require:
- A Bachelor's degree in Finance, Economics, or a related field.
- Minimum 5-7 years of relevant working experience in fund product management, fund selection/due diligence for Mutual Funds.
- An understanding of Hedge Funds and Private Markets is advantageous.
- Excellent communication and presentation skills, with the ability to work effectively with internal and external stakeholders.
- Proven ability to manage deadlines and adapt to changing requirements.
- Fluency in English and Mandarin, with the ability to communicate complex information in a clear and concise manner.
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