Private Wealth Management - Fund Specialist
Job Description
About Us:
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).
Job Descriptions:
Fund Onboarding: Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
Investment Support: Provide RMs with technical advisory on fund selection and portfolio construction to drive AUM and revenue growth.
Lifecycle Management: Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
System Optimization: Define business requirements and conduct UAT for fund systems to streamline operational and sales workflows.
Qualifications:
Education: Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
Experience: 3–5 years in private banking, wealth management, or fund distribution.
Technical Skills: Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
Tools: Proficiency in MS Office (Excel, PowerPoint).
Language: Professional fluency in written and spoken Chinese and English.
Competencies: Compliance-focused with high attention to detail in document review and transaction monitoring.