Fund Specialist, Private Bank

Our client is a global private bank looking for an experienced Fund Specialist to join a well-established investment team. This individual will play a key role in driving fund distribution and strengthening the bank's in-house fund offerings. The ideal candidate will have a deep understanding of the fund landscape and proven experience engaging with private bankers. This is an excellent opportunity to work in a dynamic, client-focused environment with strong internal collaboration and product support.

Key Responsibilities:

• Drive fund sales by promoting in-house and public market funds to private bankers.
• Focus on promoting in-house funds while maintaining a solid understanding of the broader fund universe across asset classes.
• Act as a key point of contact for product promotion, fund selection, and portfolio positioning discussions.
• Provide comprehensive support to relationship managers and investment consultants through product training, market updates, and client presentations.
• Handle fund-related administration and ensure smooth coordination with operations, compliance, and legal teams.
• Monitor market trends and competitor products to provide feedback for product enhancement or new launches.
• Prepare and deliver marketing materials, pitchbooks, and factsheets in coordination with internal stakeholders.

Requirements:

• Bachelor's degree or above in Finance, Economics, Business, or a related field.
• Minimum 5 to 8 years of experience in fund selection, fund sales and distribution, preferably within private banking platforms.
• Strong knowledge of public market funds.
• Experience selling funds to private banks, EAMs, and family offices.
• Familiarity with fund operations, documentation, and internal approval processes.
• Proven track record of building strong relationships with internal stakeholders and achieving sales targets.
• Self-motivated, commercially driven, and able to work independently in a fast-paced environment.
• Excellent communication and presentation skills.
• Proficiency in English and fluency in Chinese is required as the role requires to communicate in this language.

EA No 23S1936