Private Wealth Management - Fund Specialist

Fuku
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📍 Hong Kong, Hong Kong, Hong KongFull time

About this role

Private Wealth Management - Fund Specialist

About our client:
- Top Chinese securities firm

Location:
- Hong Kong

Responsibilities:
- Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
- Provide Relationship Managers (RMs) with technical advisory on fund selection and portfolio construction to drive Assets Under Management (AUM) and revenue growth.
- Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
- Define business requirements and conduct User Acceptance Testing (UAT) for fund systems to streamline operational and sales workflows.

Pre-requisites:
- Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
- 3–5 years of experience in private banking, wealth management, or fund distribution.
- Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
- Proficiency in MS Office, particularly Excel and PowerPoint.
- Professional fluency in written and spoken Chinese and English.
- Compliance-focused with high attention to detail in document review and transaction monitoring.

Frequently Asked Questions

Is the salary disclosed for the Private Wealth Management - Fund Specialist position at Fuku?
The salary for this Private Wealth Management - Fund Specialist role at Fuku is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Private Wealth Management - Fund Specialist position at Fuku located?
This Private Wealth Management - Fund Specialist role at Fuku is based in Hong Kong, Hong Kong, Hong Kong. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Private Wealth Management - Fund Specialist role at Fuku full-time or part-time?
This is listed as a Full time position. It is posted as a Private Wealth Management - Fund Specialist role at Fuku.
How do I apply for the Private Wealth Management - Fund Specialist position at Fuku?
Click the "Apply Now" button on this page. You will be redirected to Fuku's official application portal hosted on workable where you can submit your application directly.
When was the Private Wealth Management - Fund Specialist job at Fuku posted?
This Private Wealth Management - Fund Specialist position at Fuku was posted on Aug 24, 2026. Apply as soon as possible — early applications are often reviewed first.
Private Wealth Management - Fund Specialist
Fuku
Apply for this role ↗

You'll be redirected to Fuku's official application page on workable.