Connecting linkedin



Fund/ Alternative Product Specialist for Middle size European Private Bank

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Contact:

    Claudia Lee

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    about 2 months ago

  • Expiry date:


My client is an European Private Bank with IBD, Commercial Banking and Private Banking business in Hong Kong. For their fast growing business, they are now looking for a Fund Product Specialists to join their dynamic team. 

As a Fund Product Specialists, you have to develop the bank's mutual fund & alternative investments offering (Private Equity, Hedge Funds and Real Assets) by increasing revenue, product penetration and AUM. Your resposibility included, 

  • Promote Bank's Private Equity and Alternative Funds platform, as well as the Public Fund offering within the Hong Kong fund universe
  • Provide clients with regular update on market and portfolio performance as well as portfolio investment strategy
  • Provide appropriate products and customized content for marketing and client retention purposes in an efficient and timely manner to targeted HNWIs
  • Conduct relevant presentations and trainings with RMs/IAs to promote and support the distribution of funds.
  • Monitor client's holdings and keep Relationship Managers/Investment Advisors/UHNWIs informed on related portfolio developments
  • Manage the life cycle and product development process of fund related products, from product development to sales
  • Participate in related Fund selection committees.
  • Oversee administrative support, including local product approvals and ongoing product due diligence; and fulfil all necessary regulatory requirements.
  • Conduct product and client analytics to support the growth of the business, and manage the various internal and external database for fund business
  • Seek to streamline, automate and enhance the efficiency of the routine process for fund and alternative fund related businesses

Key Requirmesments: 

  • Degree from leading Business Schools or Universities, preferably Master degree.
  • 5+ years of experience in Private Equity, Alternatives, and/or mutual funds investor relations or investment consulting
  • Demonstrated analytical and quantitative skills
  • Highly effective communication skills
  • Self-motivated with demonstrated ability to work in a small team
  • Strong organizational skills and attention to detail (ideally with some knowledge in using excel programming)
  • Strong communication skills (written and verbal) in Englihs & Cantonese, Mandarin would be an advantage

Interested candidates please contact Claudia Lee on +852 2777 6310 or send your updated CV to for a confidential conversation or click the APPLY NOW button down below.