Job Description
Responsibilities Drive the Alternatives investment strategy for Private Banking, shaping the platform across private markets, hedge funds, and discretionary solutions. Conduct fund research, due diligence and ongoing monitoring to identify suitable investment opportunities for HNW clients. Assist in the management of discretionary portfolios and support portfolio construction and review activities. Work closely with Relationship Managers and Investment Consultants to increase the adoption of funds and discretionary solutions among clients. Prepare investment updates, fund commentaries, marketing materials and other client-facing publications. Maintain regular contact with fund houses, asset managers and other market participants to stay abreast of industry developments. Provide product support to front-office teams by addressing client enquiries, sharing investment ideas and assisting with portfolio recommendations. Organize and deliver product training sessions to enhance investment knowledge across the sales and advisory teams. Support product governance matters, including fund onboarding, vendor due diligence and periodic product reviews. Participate in process improvement initiatives and ensure adherence to internal policies, regulatory requirements and cross-border guidelines. Requirements Possess a minimum of 10 years of investment experience in the Private Bank Hedge /Private Markets fund space Proficient in fund selection and a strong grasp of investment strategies, policies and the relevant regulations Excellent presentation and communication skills and able to engage Chinese speaking stakeholders effectively Possess relevant CACS and CMFAS certifications ** Only shortlisted candidates will be notified.
