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Managed Investments Specialist covering a range of managed investments products including ETFs, mutual funds, hedge funds and private equity funds. The specialist will work closely with investment and client advisors to provide managed investment solutions for clients. This includes assessing product needs, creating fund-solutions / positioning along with regular follow-on updates. The objective is to increase partnership with investment and client advisors through idea generation, implementation and after-sales support so as to increase managed investments penetration.
In addition to the sales function, the specialist will be involved in product management and the maintenance of the EM funds platform.
The specialist will need to be able to work independently and multi task within a matrix environment with multiple stakeholders (both internal and external). They should possess strong interpersonal skills and a keen desire to excel.
Hong Kong based role
Minimum Bachelors degree or the equivalent in finance or related discipline
At least 5 years of asset allocation / advisory experience is required with strong funds knowledge
Fluency in Mandarin and Cantonese are essential.
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