Published 1 year ago

Fund Product Specialist

CMB International Capital Corporation Limited

Job Description

Job Description:

  • Provide support for product due diligence and product risk ratings' reviews and approvals
  • Conduct ongoing product monitoring and reviews
  • Maintain and ensure completness of product review documentations and records
  • Develop, maintain and provude support for product due diligence related policies and procedures
  • Product MIS reports, handle product management data preparation and reports presentation
  • Provide support for post-transaction reporting to ensure regulatory compliance as well as provide support for investment and product performance monitoring
  • Manage product set-up and maintenance process
  • Provide full support for all internal / external audits and regulatory inspections as required
  • Participate in projects and system enhancement testing as assigned by Management

Job Requirements

  • Bachelor degree holder
  • CFA, CAIA, CIIA or other investment-related professional qualification is a plus
  • Over 5 years of experience in investment product development and/or due diligence role with conventional/alternative fund products in particular
  • Familiar with the latest regulatory requirements of Hong Kong
  • Licensed to carry on Type 1 and 4 regulated activities, experience in handling high net-worth individuals is a plus
  • Experience in client investment advisory including alternative investment product advisory

Job Particulars

Job source
eFinancialCareers
Job reference
20478823
Date published
10 Apr 2024
Job keywords
Private Banking & Wealth Management, Product Specialisation, Asset Management, Product Control, Product Manager
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