野村控股
Executive Director, Funds Specialist
Executive Director, Funds Specialist
发布于 1 天前高层管理(VP/总经理/CEO)
Central, HK
专家级经验
全职员工
仅现场办公
本科
销售与零售
CFA
Excel/VBA
Team Leadership
Wealth Management
Bloomberg Terminal
Caia
Fund Product Specialist
AI 估算 · 120k–200k
香港金融行业ED级别，野村为全球性投行，薪资竞争力强，结合职位要求的高专业性和经验门槛。
职位详情
关于这个职位
作为野村国际财富管理部门的基金专家执行董事，你将领导基金和另类投资业务的全价值链，覆盖传统基金、对冲基金、ETF等所有主要资产类别
你将与投资顾问合作，为高净值客户提供专业的产品建议和资产配置方案，同时负责产品尽职调查、市场分析和团队指导
该职位要求深厚的金融产品知识、卓越的沟通能力以及至少10年的相关经验，是财富管理领域的高级领导角色
最低要求
Minimum Degree in business or finance from an accredited University; Minimum 10 years’ experience as a Fund Product Specialist or similar role within global financial institutions; Demonstrated expertise covering all major asset classes (Equities, Fixed Income, Credit, Alternative Investments); Proven track record in asset management business with deep understanding of fund structures and operations; Experience working with high-net-worth clients and sophisticated investment products; Exceptional communication and presentation skills in both English and Chinese (Mandarin/Cantonese); Relevant regulatory licenses as required for Hong Kong market; Strong leadership abilities with proven track record of team collaboration and motivation; Excellent project management skills with ability to handle multiple priorities in fast-paced environment; Deep understanding of wealth management principles and client service excellence; Strong ethical standards and commitment to regulatory compliance; Advanced proficiency in Excel/VBA for complex financial modeling and analysis; Expert-level Bloomberg terminal skills; Strong analytical capabilities for independent fund analysis and peer comparisons; Knowledge of regulatory frameworks and compliance requirements in Asia-Pacific markets
工作职责
Lead the full value chain of funds and alternative investments business, driving strategic initiatives to increase product penetration rates across client portfolios; Develop and execute comprehensive business strategies for traditional mutual funds, hedge funds, alternative investments, and ETFs; Collaborate with senior leadership to align fund strategies with overall business objectives and market opportunities; Conduct comprehensive product due diligence and analysis across all major asset classes including Equities, Fixed Income, Credit, and Alternative Investments; Maintain deep expertise in fund operations, dealing procedures, and regulatory compliance requirements across the Asia region; Lead independent peer competitor analysis and fund performance evaluations; Oversee ongoing product review processes, platform maintenance, and enhancement initiatives; Partner with investment advisors to provide expert guidance on funds, hedge funds, and private markets products; Deliver sophisticated asset allocation recommendations tailored to high-net-worth client portfolios; Provide exceptional advisory services and comprehensive sales support to drive product adoption; Develop and maintain strong relationships with internal and external stakeholders; Formulate and develop investment ideas in alignment with Chief Investment Officer perspectives; Create high-quality marketing materials, investment commentary, pitch books, and presentation materials; Provide timely and comprehensive responses to complex queries related to managed investments and ETFs; Produce detailed client analytics to identify opportunities for increased product penetration; Lead cross-functional initiatives and motivate sales activities across multiple teams; Organize and coordinate internal and external fund events, conference calls, and marketing activities; Mentor junior team members and contribute to knowledge sharing initiatives; Drive cross-selling opportunities for managed investment products using a holistic approach
优先资格
CFA or CAIA designation strongly preferred
AI 洞察
优缺点分析
优点
- Global platform with extensive resources and cross-border opportunities.
- Senior leadership role with influence over product strategy and business direction.
- Exposure to sophisticated high-net-worth clients and complex investment products.
- Competitive compensation and benefits package typical of top-tier investment banks.
- High-pressure environment with demanding client expectations and market volatility.
- Requires continuous learning to stay ahead of regulatory changes and product innovations.
- Balancing multiple stakeholders (clients, advisors, senior management) with competing priorities.
- Experienced fund product specialists with strong leadership skills, deep asset class knowledge, and a passion for serving high-net-worth clients.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Head of Funds or Managing Director within the Wealth Management division.
- Transition into broader product or investment leadership roles, such as Chief Investment Officer.
- Expand expertise into private markets or family office advisory for ultra-high-net-worth clients.
- Lead the strategic development and execution of the funds and alternative investments business across all major asset classes.
- Conduct product due diligence, performance analysis, and market intelligence to support investment decisions.
- Partner with investment advisors to provide expert guidance and asset allocation recommendations for high-net-worth clients.
- Drive cross-functional initiatives, mentor junior team members, and organize marketing events.
- Deep expertise in fund structures, operations, and regulatory compliance across Asia-Pacific.
- Advanced proficiency in Excel/VBA and Bloomberg terminal for financial modeling and analysis.
- Exceptional communication and presentation skills in English and Chinese (Mandarin/Cantonese).
- Strong leadership, project management, and client relationship management abilities.
申请策略
- Tailor your cover letter to demonstrate strategic vision in wealth management product development.
- Prepare a concise portfolio of past work (e.g., pitch books, marketing materials) to showcase thought leadership.
- Quantify achievements in product penetration, AUM growth, or revenue generation from fund initiatives.
- Showcase expertise across multiple asset classes with specific examples of due diligence or performance analysis.
- Highlight multilingual communication skills and experience working with HNW clients in Asia.
- Emphasize any CFA/CAIA designations and relevant regulatory licenses.
- Strengthen Excel/VBA and Bloomberg skills through advanced courses or certifications.
- Deepen understanding of alternative investments (private equity, hedge funds) via CFA or CAIA study.
面试指南
- For strategic questions, use the STAR method (Situation, Task, Action, Result) to provide concrete examples.
- For product/analytical questions, structure your answer with a clear framework: data collection → analysis → recommendation.
- For leadership questions, emphasize collaboration, communication, and how you motivate teams.
- How would you increase product penetration rates among our high-net-worth client base?
- Walk me through your due diligence process for a new alternative investment fund.
- Describe a time you led a cross-functional initiative to launch a new product.
- How do you stay current with regulatory changes affecting funds in Asia?
- How would you handle a client concerned about underperformance of a recommended fund?
职位点评
62
综合评分
Highly compensated senior role in wealth management with strong career growth but limited work-life balance.
更适合这类人
Candidates highly motivated by compensation and career prestige, who are comfortable with demanding work hours and a traditional financial services environment.
表现最好
薪资福利
相对薄弱
工作生活
薪资福利85
成长发展70
工作生活45
使命价值50
薪资福利
85较高
This role offers high compensation potential consistent with Hong Kong executive-level positions at a global investment bank, though specific figures are undisclosed. Benefits are not detailed but likely include bonus and other perks.
薪资信号未披露（AI估算：120K-200K/月）
成长发展
70中等
The position provides significant growth opportunities through senior leadership exposure, cross-functional projects, and mentoring. However, the technology stack is traditional (Bloomberg, Excel/VBA) and the industry is mature.
技术前沿传统/成熟技术
技术栈Excel VBA、Bloomberg Terminal
成长机会Mentor junior team members、knowledge sharing initiatives
业务类型profit_center
工作生活
45较低
The role is on-site in Hong Kong's central business district, likely requiring long hours common in banking. No WLB signals are provided in the JD.
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
50较低
The role contributes to client wealth preservation and growth in a stable but not particularly innovative industry. Social impact is limited to serving high-net-worth individuals.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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