Director, Fund Advisor, Private Bank
Director, Fund Advisor, Private Bank
perennialhr5-8 Years
- Posted 6 days ago
- Be among the first 10 applicants
Job Description
Our client is a global private bank looking for an experienced Fund Advisor 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 fund
- 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
More Info
Key Skills
fund selection
fund sales
internal approval processes
public market fund
fund operations documentation
client presentations
fund distribution
About Company
Skills:
Proof of Concept (POC), Cloud security, Technical Training, Gcp, Big Data, Azure, AWS, Bidding projects, Product optimization recommendations, pre-sales technical support, RFP/RFI responses, SASE, Technical workshops, Product demonstrations, Security Architectures, POC testing, Technical Proposals, Whitepapers, Technical deviation statements, Zero Trust, Data security products, Industrial internet security
Skills:
lifecycle management , analytical capability , commercial planning , Market Development, Sales, Customer Segmentation, Continuous Improvement, surgeon proctoring, cardiovascular robotic-assisted surgery, mentoring programs, executive-level communication, Forecasting, Presentation Skills, Product Launch, Integrated Marketing, Marketing, Medical Devices, Commercial Operations, program management, Cardiac Surgery, Process Design, performance management, cross-cultural agility, procedure development, global training curricula, Budget Tracking
Skills:
Networking, Storage, Containers, billing, resource scheduling, Product Pricing, Metering, cost management, inference model serving, AI workloads, enterprise technology products, GPU cloud, cloud computing infrastructure, AI infrastructure platform, large-model training
Skills:
deal development, market research, negotiating agreements, sales of media rights, Client Servicing, understanding of digital media space, strategic presentations
Skills:
client negotiations, cross-border payment solutions, sales processes, Regulatory Compliance, fund-flow requirements