Director, Fund Specialist, Private Bank

Our client is a global private bank looking for an experienced Funds Specialist to join a well-established investment team. This individual will play a key role in driving fund distribution and strengthening the banks 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 distributing 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 sales, fund distribution, or investment products 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 Cantonese is required as the role requires to communicate in this language.

EA No 23S1936