Top Chinese securities firm
- Fund Onboarding: Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
- Investment Support: Provide RMs with technical advisory on fund selection and portfolio construction to drive AUM and revenue growth.
- Lifecycle Management: Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
- System Optimization: Define business requirements and conduct UAT for fund systems to streamline operational and sales workflows.
- Education: Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
- Experience: 3–5 years in private banking, wealth management, or fund distribution.
- Technical Skills: Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
- Tools: Proficiency in MS Office (Excel, PowerPoint).
- Language: Professional fluency in written and spoken Chinese and English.
- Competencies: Compliance-focused with high attention to detail in document review and transaction monitoring.