General information
Entity
About Indosuez Wealth Management in Asia
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.
Reference
2020-52788
Publication date
09/12/2020
Position description
Business type
Types of Jobs - Asset Management
Job title
Asset Management – Fund Product Specialist M/F
Contract type
Permanent Contract
Management position
No
Job summary
Within the IWM Asset Management Global Business Line, the Asset Management department of HK is in charge of the distribution, marketing and investor servicing and relations of the Asset Management related products and offering.
Fund Product Specialists are working in proximity with the Investment Solutions and Wealth Managers departments to serve CA Indosuez Wealth (Hong Kong Branch) clients.
Outline of the Position:
- Focus on the development of our Alternative Funds Offering (Private Equity, Hedge Funds, Real Assets…) by increasing revenues, product penetration and AUM
- Promote Mutual Fund initiatives alongside other Fund Product Specialist in HK
- Collaborate with internal and external stakeholders to assist in the development of presentations and tailored investment solutions for UHNWIs
- Oversee all marketing and administrative matters pertaining to Funds promotion locally
- Work closely with Indosuez Asset Class Specialists and Indosuez or external Fund Managers to promote the asset management Fund’s offering locally
Key Responsibilities
- Promote Indosuez Private Equity and Alternative Funds platform, as well as 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 the appropriate products and customized content for marketing purposes in an efficient and timely manner to targeted HNWI
- 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 related portfolio developments
- Manage the life cycle and product development process of fund related products, from product development to sales
- Participation to related Fund's selection committees.
- Oversee administrative support, including on local product approvals and fulfilling all necessary regulatory requirements
Position localisation
Geographical area
Asia, Hong Kong
City
29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Degree from leading Business Schools or Universities, preferably Master degree.
Level of minimal experience
6-10 years
Experience
5+ years of experience in Private Equity, Alternatives, and/or mutual funds investor relations or investment consulting
Required skills
• 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
• Strong communication skills (written and verbal)
Technical skills required
Knowledge in in Private Equity, Alternatives, and/or mutual funds investor relations or investment consulting
Languages
Proficiency in English and Cantonese is required, Mandarin would be an advantage
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