Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
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Provide Relationship Managers (RMs) with technical advisory on fund selection and portfolio construction to drive Assets Under Management (AUM) and revenue growth.
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Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
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Define business requirements and conduct User Acceptance Testing (UAT) for fund systems to streamline operational and sales workflows.
Requirements
Pre-requisites:
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Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
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3–5 years of experience in private banking, wealth management, or fund distribution.
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Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
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Proficiency in MS Office, particularly Excel and PowerPoint.
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Professional fluency in written and spoken Chinese and English.
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Compliance-focused with high attention to detail in document review and transaction monitoring.