Private Wealth Management - Fund Specialist

Unicorn Advisor (HK) Limited; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Unicorn Advisor (HK) Limited in Hong Kong seeks an experienced investment professional to lead fund sourcing, onboarding, and relationship management with hedge funds, GP relations, and PE managers. The role focuses on securing scarce allocations, end-to-end onboarding, and ongoing advisory to drive AUM growth.

You will negotiate commercial terms, conduct due diligence, and support RMs with deep-dive insights on hedge fund strategies, portfolio construction, and regulatory compliance.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related quantitative discipline.
• 5+ years in private banking, FoF, hedged funds, or top-tier wealth platforms.
• Direct experience in fund sourcing, GP relations, or alternative investment product sales.
• Strong knowledge of hedge fund strategies and PE fund structures.
• Proficiency in Excel and PowerPoint; Bloomberg experience preferred.
• Fluency in English and Chinese (Mandarin and/or Cantonese).

Responsibilities

• Source and establish direct relationships with hedge funds and PE managers.
• Secure scarce subscription allocations and onboarding quotas.
• Lead end-to-end fund onboarding, including terms negotiation and due diligence.
• Provide technical advisory on hedge fund strategies and portfolio construction.
• Oversee fund lifecycle: processing, liquidity monitoring, performance attribution, due diligence reviews.
• Define requirements and perform UAT for fund platforms and workflows.

Skills

Negotiation

Stakeholder management

Attention to detail

English

Chinese

Education

Bachelor’s degree in Finance, Economics, Business Administration

Tools

Excel

PowerPoint

Bloomberg

MS Office

Fund databases

Job description

• Secure scarce subscription allocations
• Bachelor’s degree in Finance, Economics
• Lead the end-to-end fund onboarding process

Responsibilities:

Fund Sourcing & Allocation Access:

Proactively source and establish direct relationships with top-tier and boutique hedge funds (e.g., quant, L/S equity, macro) and private equity (PE) managers.

Secure scarce subscription allocations and exclusive onboarding quotas for capacity-constrained, oversubscribed, or hard-closed funds.

Fund Onboarding & Due Diligence:

Lead the end-to-end fund onboarding process, including commercial terms negotiation, investment and operational due diligence , internal committee approvals for new launches.

Investment Support & Product Advisory:

Provide Relationship Managers (RMs) and clients with deep-dive technical advisory on hedge fund strategies, manager track records, and portfolio construction to drive AUM and revenue growth.

Lifecycle Management & Monitoring:

Oversee the full fund lifecycle, including transaction processing, liquidity and capacity monitoring, ongoing performance attribution, and mandatory periodic due diligence reviews.

System Optimization & Process Enhancements:

Define business requirements and conduct User Acceptance Testing (UAT) for fund platforms and operational workflows to support complex alternative investment structures.

Qualifications:

Education:

Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative discipline.

Experience:

5+ years in private banking, fund-of-funds (FoF), hedged fund, or top-tier wealth management platforms. Direct experience in fund sourcing, GP relations, or alternative investment product selection/sales.

Technical Knowledge:

Comprehensive understanding of hedge fund strategies (systematic, discretionary, arbitrage, event-driven), PE fund structures (feeder funds, co-investments), asset allocation frameworks, and regulatory compliance.

Tools:

Proficiency in financial analysis tools and MS Office (advanced Excel, PowerPoint); familiarity with Bloomberg or alternative fund databases is preferred.

Language:

Professional fluency in written and spoken English and Chinese (Mandarin and/or Cantonese).

Competencies:

High-caliber negotiation and stakeholder management skills. Rigorous attention to detail in legal/operational documentation and risk controls.