2 jobs in PerennialHR
Director, Fund Advisor, Private Bank
Posted today
Job Viewed
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
Is this job a match or a miss?
FX Specialist, Private Banking
Posted 11 days ago
Job Viewed
Job Description
We are seeking an experienced FX Product Specialist to lead our clients Private Banking FX Product and Advisory Desk. In this role, you will drive FX profitability, provide support to the Structured Products business, and shape the overall FX product strategy. You will act as a project manager for all FX-related initiatives, collaborating with stakeholders to ensure seamless coordination, issue resolution, and compliance. The focus will be on creating a robust, efficient, and controlled platform to meet client needs effectively.
Key Responsibilities:
Product Advisory
- Develop and deliver executable market strategies using insights from research, industry intelligence, and client feedback.
- Drive investment themes and provide strategic guidance to enhance portfolio performance.
- Offer tailored FX solutions to meet client needs and educate Relationship Managers on FX markets.
- Establish yourself as a subject matter expert on FX within the Bank.
Sales
- Provide Relationship Managers (RMs) and Investment Consultants (ICs) with FX investment ideas and market insights
- Contribute to internal and external publications with FX-related content.
- Create impactful marketing materials and make timely recommendations to assist in client engagement.
Product Platform Management
- Ensure comprehensive access to the Banks full suite of FX products.
- Maintain strong relationships with counterparties and market players while ensuring regulatory compliance.
- Monitor product performance, support MIS development, and ensure accurate product representation in the Banks systems.
- Collaborate with internal teams to enhance policies and provide seamless operational coverage.
Job Requirements:
- Expertise in FX markets and a strong understanding of Private Banking operations.
- Proven ability to drive product strategy and manage complex projects.
- Excellent collaboration and communication skills to work across teams and stakeholders.
- Comprehensive understanding of the full product lifecycle.
- Hands-on experience in project management, with a track record of successfully leading or driving projects.
- Exposure to systems and process engineering with a focus on efficiency.
- Knowledge of Structured Products is a plus.
- Thorough understanding of legal and regulatory frameworks.
- Excellent presentation and communication skills.\
- Highly motivated, proactive, and a collaborative team player with a results-driven mindset.
- Fluent in Mandarin Chinese as the role is required to communicate in this language.
This is an exciting opportunity for individuals passionate about FX markets, product innovation, and delivering exceptional client solutions. If you are excited about this opportunity and looking to advance your career, please submit your CV in Word format.
Please note that only shortlisted candidates will be contacted.
EA No 23S1936
Is this job a match or a miss?