Mutual Fund Specialist, Private Banking Mutual Fund Specialist, Private Banking …

ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Negotiable
ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Negotiable
This is a newly created headcount as the leading wealth management company is under expantion. You will be mainly responsibile for Ultra High Net Worth segment across Greater China region, closely co-work with Senior Relationship Managers and 3rd parties for fund selection , comparision, and market update.

The Role Responsibilities:


  • Task with the full accountabilities from MF product selection, bilingual product research and investment advisory/training to IC and PWM bankers across Greater China region.
  • Identify opportunities to make qualified referrals to Investment Counsellors to ensure that client needs are met.
  • Address and resolve any customer issue or concern presented in an incoming call / meetings. Escalate complex or unresolved escalated customer situations.
  • Provide views on fund selection and deepen relationships with relationship managers.





Ideal Candidate Requirements:


  • Degree holder in Finance/ Economics/ Accounting or related disciplines.
  • 5 years of relevant MF /Investment Advisory and Product Management experience with strong financial product knowledge, asset allocation and portfolio management exposure acquired from Wealth Management/Asset Management sector.
  • Excellent presentation, interpersonal and influencing skills, with ability to elaborate on and explain complex investment/capital market ideas.
  • Independent, goal-oriented and determined as well as customer-driven and service-oriented.
  • Fluent communication skills in written and verbal English, Mandarin and Cantonese.
  • 20-30% frequently travel to China and Taiwan.












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