Job Title: Associate, Funds Specialist
Corporate Title: Associate
Division: International Wealth Management
Location: Hong Kong
SFID: 10900
Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com .
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Responsibilities
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
Corporate Title: Associate
Division: International Wealth Management
Location: Hong Kong
SFID: 10900
Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com .
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Responsibilities
- Participate in the full value chain of funds and alternative investments business, joint team effort to increase the product penetration rate
- Support product due diligence and analysis, have strong sense on fund operation, dealing, regulatory and compliance in Asia region
- In collaboration with investment advisors, to advise clients on Funds, Hedge Funds and Private Markets products as well as asset allocation in their portfolios
- Active advisory and quality sales & after-sales support to all stakeholders to drive product penetration in clients' portfolios
- In alignment with CIO view, formulate and develop investment ideas, prepare marketing materials, ongoing fund commentary, investment pitch book, presentation decks, etc.
- Provide timely response to all standard queries related to Managed investments and ETFs from internal stake holders
- Responsible for ongoing product review, platform maintenance and enhancement
- Assist in organizing internal and external fund events, conference calls, and marketing activities
- Produce client data analytic to increase clients' penetration on funds and alternatives products
- Cross-sell other managed investment products in a holistic approach
- Bachelor's degree or above
- Minimum 3 years of relevant experience as a fund product owner and specialist in a global institution
- Strong understanding traditional mutual funds, Hedge funds, Alternative investments, and ETFs
- Exposure to Asset Management Business all major asset classes (Equities, Bonds Rates, Credit and Alternative Investments)
- Preferred with CFA or CAIA destination
- Be capable in conducting peer competitors and fund analysis independently.
- A strong team player in all aspects including taking initiatives within the team and motivating sales activities across sales teams
- Proficiency with Excel/VBA spreadsheet analysis and Bloomberg
- Good communication and marketing skills both oral and written in English and Chinese
- Strong work ethics and compliance with internal and regulatory standard
- Ability to multitask and thrive in a fast-paced environment
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
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