Private Wealth Management - Fund Specialist

Fuku · Hong Kong

Posted 8/24/2026 · last confirmed live 8/26/2026

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

This role is published by Fuku on workable. SwiftFit is not the employer and does not accept applications.