Senior Alternatives Specialist - International Private Bank
Responsibilities
- Act as the subject matter expert on funds and alternative investment products.
- Conduct investment due diligence and product evaluation across equities, fixed income, ETFs, hedge funds, private equity and private credit.
- Partner with Relationship Managers and Investment Advisors to provide portfolio and asset allocation guidance.
- Participate in client meetings, portfolio reviews, investment seminars, and business development activities.
- Deliver investment ideas, market updates and product recommendations to clients and internal stakeholders.
- Support product platform development, fund selection and ongoing monitoring processes.
Requirements
- Experience within Private Banking, Wealth Management, Asset Management, Fund Research, Investment Advisory or Product Management.
- Strong knowledge of investment products, in particular alternative asset classes.
- Prior exposure to alternative investments, hedge funds, private markets, private equity, private credit or fund selection is highly preferred.
- Excellent communication and stakeholder management skills.
- Fluency in English and Chinese
FAQs
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