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Fund & Alternatives Product Specialist M/F


Vacancy details

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

2021-61276  

Publication date

18/10/2021

Position description

Business type

Types of Jobs - Asset Management

Job title

Fund & Alternatives Product Specialist M/F

Contract type

Permanent Contract

Expected start date

01/12/2021

Management position

No

Job summary

Outline of the Position:

  • Develop the bank’s mutual fund and alternative investments offering (Private Equity, Hedge Funds and Real Assets) by increasing revenue, product penetration and AUM
  • Promote Mutual Fund initiatives alongside other Fund Product Specialist in HK
  • Collaborate with internal and external stakeholders to develop tailored investment solutions for UHNWIs and assist in the development of client presentations
  • Oversee all marketing and administrative matters pertaining to Funds promotion and client servicing 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

Support the Hong Kong Asset Managements’ Senior Fund Specialist in the following areas:

  • Promote Indosuez 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

Position location

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

Technical skills required

knowledge in using excel programming

Languages

Proficiency in English and Cantonese is required, Mandarin would be an advantage