Job description
- Leading Regional Private Bank
- Great Remuneration Package
- Great Working Culture
company overview.
This leading regional private bank is looking for seasoned investment talent to join their team covering alternative investment and funds due to business expansion. You will be joining a team of 6, covering market research, product due diligence and advisory for HNW/ UHNW clients. Great working culture and great remuneration package are provided.
job scope.
As the VP, Alternative Specialist in a leading regional private bank, your key responsibility will be to:
- Conduct thorough due diligence and market research on alternative investment products, including but not limited to hedge funds, private equity, private markets products and the like, have strong sense on fund operation, dealing, regulatory and compliance in Asia region
- Provide insights and recommendations on alternative investment strategies to clients and internal stakeholders.
- Participate in the full value chain of alternative investments business, joint team effort to increase the product penetration rate
- Liaise with investment advisors and CIO, to advise clients on Funds, Hedge Funds and Private Markets products as well as asset allocation in their portfolios, provide quality sales & after-sales support to all stakeholders to drive product penetration in clients' portfolios
- Formulate and develop investment ideas, prepare marketing materials, ongoing fund commentary, investment pitch book, presentation decks, etc., in alignment with CIO view
- Assist in organizing internal and external fund events, conference calls, and marketing activities
- Produce client data analytic to increase clients' penetration on funds and alternatives products
- Cross-sell other managed investment products in a holistic approach
requirements.
- Bachelor's degree in business, finance, or a related field. MBA or other relevant certifications (CFA or CAIA and the like) are a plus.
- Over 10 years of relevant experience as a fund product owner and specialist in a global institution, ideally with experience in private banks
- Be capable in conducting peer competitors and fund analysis independently;
- A strong team player in all aspects including taking initiatives within the team and motivating sales activities across sales teams
- Strong understanding traditional mutual funds, Hedge funds, Alternative investments, and ETFs
- Exposure to Asset Management Business all major asset classes (Equities, Bonds Rates, Credit and Alternative Investments)
- Proficiency with Excel/VBA spreadsheet analysis and Bloomberg
- Good communication and marketing skills both oral and written in English and Chinese
- Strong work ethics and compliance with internal and regulatory standard
- Ability to multitask and thrive in a fast-paced environment
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.
Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.
