Executive Director, Alternative Funds Specialist

Nomura; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

Nomura in Hong Kong is seeking an Executive Director, Funds Specialist to lead the funds and alternative investments coverage for high-net-worth clients. You will drive strategy across traditional funds, hedge funds, ETFs, and private markets, delivering sophisticated investment solutions and portfolio guidance.

The role requires deep product expertise, strong client engagement, and leadership across cross-functional teams in a fast-paced wealth-management environment.

Qualifications

• Minimum degree in business or finance from an accredited university.
• Demonstrated leadership and client advisory experience in wealth management.
• Strong communication skills in English and Chinese (Mandarin/Cantonese).
• Familiarity with Excel-based financial modelling and Bloomberg terminal tools.
• CFA or CAIA designation strongly preferred and relevant regulatory licenses in HK.

Responsibilities

• Lead the funds and alternative investments business across all major asset classes.
• Provide comprehensive fund coverage, due diligence, and regulatory compliance.
• Deliver sophisticated asset allocation guidance to high-net-worth clients.
• Partner with investment advisors to drive product adoption and market strategy.
• Oversee marketing materials, commentary, and client analytics.
• Collaborate cross-functionally with leadership to align fund strategies.

Skills

Leadership

Analytical skills

English/Chinese comms

Client advisory

Excel/VBA

Bloomberg terminal

Project management

Education

Bachelor's degree in business or finance

Tools

Bloomberg Terminal

Excel/VBA

Job description

Job Title: Funds Specialist

Corporate Title: Executive Director

Division: International Wealth Management

Location: Hong Kong

SFID: 12402

Licensed Role: Yes

Nomura Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

The Executive Director, Funds Specialist, will serve as a senior product expert and strategic leader within our International Wealth Management division, responsible for driving the funds and alternative investments business across all major asset classes. This role requires a seasoned professional who can provide comprehensive coverage of traditional funds while supporting our high-net-worth client base with sophisticated investment solutions and strategic portfolio guidance.

Responsibilities

Strategic Leadership & Business Development

• 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

Product Expertise & Due Diligence

• 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

Client Advisory & Relationship Management

• 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

Thought Leadership & Market Intelligence

• 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

Team Leadership & Collaboration

• 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

Requirements

• Minimum D egree 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)
• CFA or CAIA designation strongly preferred
• 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

Nomura Competencies

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER

This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer