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Funds & Alternatives Manager, Private Bank

Hong Kong Permanent View Job Description
An established wealth management platform is seeking a seasoned investment professional to join its Product Management team. This role will act as the key subject matter expert for mutual funds and alternative investments, partnering closely with frontline relationship managers and investment advisors to drive product penetration, enhance client engagement, and support business growth.
  • Join a growing investment solutions platform in wealth management
  • Drive product strategy and commercial growth initiatives

About Our Client

Our client is a leading private bank with a well-established wealth management platform, serving high-net-worth and affluent clients across the region.

Job Description

  • Act as a key contributor to the development and execution of the investment solutions strategy, supporting the growth of mutual funds, discretionary solutions, and alternative investments across the wealth management business.
  • Partner with investment advisory, distribution, and product teams to identify client needs, translate market opportunities into actionable initiatives, and enhance the overall investment proposition.
  • Generate market intelligence and competitive insights to support product positioning, business planning, and investment-related decision making.
  • Analyze business performance, sales activity, and client trends to identify growth opportunities and provide recommendations to senior stakeholders.
  • Drive investment-related projects and strategic initiatives, including platform enhancements, new product launches, process optimization, and regulatory-driven developments.
  • Collaborate with internal stakeholders across investment advisory, risk, compliance, operations, and marketing functions to ensure effective execution of business priorities.
  • Develop investment content, market updates, and communication materials to support client engagement and strengthen the investment knowledge of frontline teams.
  • Serve as a key point of contact for investment-related enquiries, helping stakeholders navigate market developments, product features, and portfolio solutions.
  • Contribute to client events, investment seminars, thematic campaigns, and business development activities aimed at enhancing client engagement and deepening investment penetration.



The Successful Applicant

  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
  • Minimum 10 years of experience within private banking, wealth management, asset management, or investment product distribution.
  • Strong knowledge of mutual funds, discretionary investment solutions, and wealth management products. Exposure to alternative investments such as private equity, private credit, hedge funds, or real assets is highly advantageous.
  • Proven track record partnering with frontline sales teams and supporting investment product distribution.
  • Strong analytical and commercial mindset with the ability to translate market trends and investment concepts into business opportunities.
  • Excellent presentation, communication, and stakeholder management skills.
  • Ability to thrive in a dynamic and fast-paced environment while managing multiple priorities.
  • Fluency in English, Cantonese, and Mandarin is required.
  • CFA, CAIA, CFP, or other relevant professional qualifications are preferred.

What's on Offer

If this role aligns with your expertise, we encourage you to apply.

Contact
Jane Tham
Quote job ref
JN-082026-7092425
Phone number
+852 2848 4798

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Jane Tham
Consultant phone
+852 2848 4798
Job Reference
JN-082026-7092425

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.