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mutual fund advisor, private bank.

job details

summary

    job details

    about the company.

    This International Foriegn bank is one of the world’s largest Private banks. Due to market need, they are looking for a Mutual Fund Advisor, Private Bank to join their team.

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue.

    about the job.

    you will cover all aspects in

    • Provide mutual fund advisory and suggestion to private banking Relationship Manager and UHNW clients
    • Generate fund ideas and share to clients through emails, meetings and investment proposals
    • Monitor and review fund perfermance
    • Involved in the development of new funds launch and management
    • Work closely with other business unit such as ICs, product specialists and RMs in order to grow the AUM

    skills & experiences required.

    Your previous experience as a fund advisor or fund portfolio manager and familiarity with mutual fund products will help you succeed in this role. You will have 5+ years of experience in the Fund industry. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities contact Anthony Chan at +852 2232 3425 or email anthony.chan@randstad.com.hk

    about the company.

    This International Foriegn bank is one of the world’s largest Private banks. Due to market need, they are looking for a Mutual Fund Advisor, Private Bank to join their team.

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue.

    about the job.

    you will cover all aspects in

    • Provide mutual fund advisory and suggestion to private banking Relationship Manager and UHNW clients
    • Generate fund ideas and share to clients through emails, meetings and investment proposals
    • Monitor and review fund perfermance
    • Involved in the development of new funds launch and management
    • Work closely with other business unit such as ICs, product specialists and RMs in order to grow the AUM

    skills & experiences required.

    Your previous experience as a fund advisor or fund portfolio manager and familiarity with mutual fund products will help you succeed in this role. You will have 5+ years of experience in the Fund industry. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities contact Anthony Chan at +852 2232 3425 or email anthony.chan@randstad.com.hk