Fund Operations & Onboarding Specialist

Gravitas Recruitment Group; Hong Kong; On-site; HKD 520,000 - 780,000; Full time

Job summary

Gravitas Recruitment Group is seeking a Fund Operations professional to support asset management activities, focusing on onboarding, lifecycle, and operational systems. The role ensures smooth fund launches and ongoing administration within an on-site, fixed-term project.

The ideal candidate has 3-5 years in private banking or wealth management, strong knowledge of mutual funds and risk frameworks, and fluency in Chinese and English.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related discipline.
• 3-5 years in private banking, wealth management, or fund distribution.
• Fluent in Chinese and English (written and spoken).

Responsibilities

• Lead end-to-end fund onboarding, including due diligence and internal approvals.
• Coordinate across departments for product launches and fund lifecycle management.
• Provide technical advisory on mutual funds, private funds, asset allocation and risk frameworks.
• Define system requirements and run UAT to optimise fund-related workflows.
• Monitor fund performance and support ongoing administration and reporting.

Skills

End-to-end fund onboarding

Due diligence & approvals

Fund lifecycle management

System requirements & UAT

MS Office proficiency

Fund advisory on allocations & risk

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

MS Excel

MS PowerPoint

Job description

Gravitas Recruitment Group is seeking a Fund Operations professional to support asset management activities, focusing on onboarding, lifecycle, and operational systems. The role ensures smooth fund launches and ongoing administration within an on-site, fixed-term project.

The ideal candidate has 3-5 years in private banking or wealth management, strong knowledge of mutual funds and risk frameworks, and fluency in Chinese and English.