Funds & Alternatives Manager, Private Bank

Michael Page International (HK) Ltd; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Michael Page International (HK) Ltd is seeking a senior investment solutions lead to drive strategy for mutual funds, discretionary solutions, and alternatives within wealth management. You will partner with advisory, distribution, and product teams to translate market opportunities into actionable initiatives and enhance the investment proposition.

Responsibilities include generating market intelligence, analyzing performance and client trends, and delivering platform enhancements, new

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related.
• 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 alternatives is 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 into opportunities.
• Excellent presentation, communication, and stakeholder management skills.
• Ability to thrive in a dynamic, fast-paced environment with multiple priorities.
• Fluency in English, Cantonese, and Mandarin; CFA/CAIA/CFP preferred.

Responsibilities

• Act as a key contributor to the development and execution of the investment solutions strategy for wealth management.
• Partner with investment advisory, distribution, and product teams to identify client needs and enhance the investment proposition.
• Generate market intelligence and competitive insights to support product positioning and planning.
• Analyse business performance, sales activity, and client trends to identify growth opportunities and advise senior stakeholders.
• Drive investment-related projects, platform enhancements, new product launches, and regulatory-driven developments.
• Collaborate with risk, compliance, operations, and marketing to execute business priorities.
• Develop investment content, market updates, and communications for client engagement and frontline teams.
• Serve as a point of contact for investment-related inquiries on market developments, features, and portfolio solutions.
• Contribute to client events, seminars, thematic campaigns, and business development activities to deepen investment penetration.

Skills

Strong analytical mindset

Presentation & communication

Stakeholder management

Fluent English Cantonese Mandarin

Education

Bachelor's degree in Finance, Economics, Business Administration, or related

Tools

CFA

CAIA

CFP

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.

• 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.

Join a growing investment solutions platform in wealth management

Drive product strategy and commercial growth initiatives

• 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.

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