Director/VP, Fund Specialist (Wealth Management)

Position Overview

Our client is seeking an experienced Fund Specialist (Director / Vice President level) to drive the growth of their fund product platform. You will lead end-to-end fund onboarding, provide sophisticated investment advisory to RMs, and optimize platform capabilities to support rapid AUM expansion.

 

Why This Opportunity Stands Out

• Market Heavyweight: Join the Private Wealth Management division of a premier, top-tier financial powerhouse with strong capital backing and an expanding global footprint.
• High-Visibility Strategic Impact: Drive the core fund strategy, acting as the primary product bridge between senior management, Relationship Managers, and global fund houses.
• Platform & Innovation: Play a central role in transforming digital wealth infrastructure while managing an active, multi-asset fund platform.
• Attractive Total Compensation: Top-market base salary with strong bonus payout potential and long-term career progression.

 

Key Responsibilities

• Fund Onboarding & Selection: Lead end-to-end fund onboarding across public and private funds, including product due diligence, internal committee approvals, and cross-functional coordination.
• RM Advisory & Investment Support: Act as the technical fund expert for Relationship Managers, offering actionable guidance on portfolio construction, fund selection, and tactical asset allocation to drive client engagement.
• Product Lifecycle Management: Oversee the ongoing fund lifecycle, including transaction oversight, performance monitoring, and executing mandatory annual product reviews.
• Digital & System Optimization: Partner with Tech and Operations teams to define business requirements, drive product enhancements, and execute UAT for platform workflows.

Candidate Requirements

• Experience: 5+ years of fund specialist, product management, or fund distribution experience within Private Banking, Wealth Management, or Asset Management.
• Education: Bachelor’s degree in Finance, Economics, or related field; CFA or CAIA designation is a strong advantage.
• Product Knowledge: Deep understanding of mutual funds, private equity/hedge funds, asset allocation, and risk governance.
• Language Skills: Fluency in professional written and spoken English and Chinese (Mandarin) is essential.
• Attributes: Strong analytical mindset, high attention to detail, and excellent cross-functional stakeholder management skills.

 

Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Abby Chu at a.chu@gravitasgroup.com or by phone +852 3896 2507.