The successful candidate join our Managed Solutions team under Investment Services Department in Hong Kong office. Upon completion of a 24-month training, s/he will be considered for a permanent opportunity as a Junior Funds Advisor subject to performance.
Work with funds advisors to curate a fit for purpose managed solutions shelf for advisory clients and discretionary portfolio managers
Analyse fund investment styles and conduct detailed due diligence on traditional and alternative funds
Develop and enhance systems using AI tools to streamline fund reporting and monitoring
Collaborate with internal compliance, product control and business risk in maintaining a well governed framework for fund due diligence and advice
Provide specialist advice to front line investment counsellors and relationship managers on managed products in a rapidly growing business line
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