Asset and Wealth Management Professionals

Experienced asset and wealth managers and private bankers with expertise in supervising day-to-day administration of investment portfolios for clients (including funds and family offices), selecting the investment products of the portfolios, implementing the investment policy and distribution policy as stated in the contract, calculating the value of portfolios, promoting various fund portfolios to customers, and planning for succession and wealth transfers.

A relevant bachelor's degree in commerce, finance, business administration, economics, accounting, law and received on-the-job training and industry courses and programmes.
At least 3 years of relevant compliance experience in fund management industry; knowledge in finance and client servicing (if applicable) and language skills (e.g. English and/or Mandarin).