Funds Specialist

rbc; Hong Kong; On-site; HKD 900,000 - 1,700,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Work with industry leaders

Make a difference

Dynamic, high-performing team

World-class training

Job summary

RBC Group in Hong Kong is seeking a Funds Specialist, Global Manager Research Asia, to drive growth of our funds business across RBC Private Bank Asia channels in Hong Kong and Greater China. You will lead product development, engage with relationship managers and clients, and coordinate marketing, due diligence, and advisory services on Mutual Funds, Hedge Funds and Private Markets.

The role requires 7–10 years in securities or financial markets, fluency in English and Chinese, and strong

Qualifications

• Bachelor's degree or equivalent in Business, Finance, or Marketing.
• 7-10 years' experience in securities or financial markets.
• In-depth knowledge of Mutual Funds, Hedge Funds, Private Markets and alternatives.
• Experience in building a funds advisory business.
• Strong English and Chinese (Cantonese/Mandarin) communication skills.
• Excellent project management, organizational, and cross-functional collaboration abilities.

Responsibilities

• Grow penetration and AUM of the fund program across RBC Private Bank Asia, focusing on HK and Greater China.
• Evaluate, prioritise, and plan development of managed products platform in Asia.
• Meet clients and assist relationship managers with portfolio reviews and funds advisory.
• Develop marketing collateral and present fund ideas with business partners.
• Conduct product research, due diligence, performance and risk analysis, and platform enhancements.
• Coordinate across Operations, Marketing, Legal, Compliance and IT for new products.
• Research competitive landscape and ensure alignment with market needs.
• Build strong relationships with product vendors and improve service quality.
• Perform ad-hoc profitability, AUM, revenue, expense, and market share analyses.

Skills

Critical Thinking

Financial Planning and Analysis

Financial Services Industry

Fund Analysis

Investment Banking

Investment Consulting

Investment Performance Measurement

Investment Risk Management

Long Term Planning

Education

Bachelor's degree in Business, Finance, or Marketing

Tools

Avaloq banking system

Job description

What is the opportunity?

As the Funds Specialist, Global Manager Research Asia, you will be responsible for driving the growth of our funds business across RBC Asia Private Banking channels through business development, product management, and client engagement in Hong Kong and Greater China.

What will you do?

• Engage with relationship managers and clients to grow penetration and AUM of the fund program within RBC Private Bank Asia, with primary focus on Hong Kong and Greater China market
• Evaluate, prioritise, and plan development of managed products (Mutual Funds, Hedge Funds, Private Markets, and Alternative Strategies) platform in Asia
• Meet clients and assist relationship managers with client portfolio reviews, providing advisory services on Funds
• Develop effective marketing collateral and present fund ideas across multiple forums in collaboration with business partners
• Conduct product research, due diligence, portfolio performance and risk assessment, quantitative analysis, and platform enhancement in Asia
• Implement new products and enhancements to existing products, coordinating across systems, marketing, legal, compliance, and communication strategies
• Research competitive landscape and industry trends to ensure products align with market and client needs
• Act as liaison to functional teams in product-related matters (Operations, Marketing, Information Systems, Legal, Compliance)
• Work closely with team members to develop strong relationships with product vendors and enhance service quality
• Conduct ad-hoc analysis of product profitability, asset growth, revenue, expense, market share, and program features
• Support business development efforts and work independently in responding to internal and external client enquiries

What do you need to succeed?

Must-have

• Bachelor's degree or equivalent in Business, Finance, or Marketing
• 7-10 years' experience in securities or financial markets
• Superior understanding of Mutual Funds, Hedge Funds, Private Markets, and alternative investments
• Prior experience in successfully building a funds advisory business
• Strong oral and written communication skills in English and Chinese (Cantonese and Mandarin)
• Excellent project management and organizational skills with good understanding of technology, operational, sales, and marketing issues
• Ability to work collaboratively as part of a team
• Ability to work independently on unstructured tasks and balance multiple projects
• Diligent in responding to internal and external client enquiries independently

Nice-to-have

• Product advisory experience (internal and external)
• Working knowledge of Avaloq banking system
• Advanced qualifications (MBA, MA, MS)

This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference-checking arrangement by requesting the individual's information from each relevant former and current employers (Authorized Institutions under the supervision of the Hong Kong Monetary Authority) covering the preceding seven years prior to the application for this position. For more details, please refer to Frequently Asked Questions for In-Scope Individuals .

What's in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Long Term Planning

Additional Job Details

Address: 979 KING'S ROAD

HONG KONG City:

Hong Kong Country:

Hong Kong Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-20 Application Deadline: 2026-11-04 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence a