Wealth Fund Strategy & Onboarding Specialist

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Job summary

Huatai International Financial Holdings Company Limited in Hong Kong is seeking a professional to manage the fund onboarding process and provide technical advisory on fund selection. The role requires 3-5 years of experience in private banking or wealth management, along with expertise in mutual funds and asset allocation.

Candidates should possess proficiency in both English and Chinese, and strong compliance focus is essential. The position offers opportunities for growth in a dynamic environment.

Qualifications

• 3-5 years in private banking, wealth management, or fund distribution.
• Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
• Professional fluency in written and spoken Chinese and English.

Responsibilities

• Lead the end-to-end fund onboarding process, including due diligence.
• Provide RMs with technical advisory on fund selection and portfolio construction.
• Oversee the fund lifecycle by managing transactions and monitoring performance.
• Define business requirements and conduct UAT for fund systems.

Skills

Technical advisory

Fund selection

Portfolio construction

Compliance-focused

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

MS Office (Excel, PowerPoint)

Job description

About Us

Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:

• not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
• actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
• integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
  
  

About Us

Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:

• not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
• actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
• integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
  
  

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

Job Descriptions

• Fund Onboarding: Lead the end-to-end fund onboarding process, including due diligence, internal approvals, and cross-departmental coordination for product launches.
• Investment Support: Provide RMs with technical advisory on fund selection and portfolio construction to drive AUM and revenue growth.
• Lifecycle Management: Oversee the fund lifecycle by managing transactions, monitoring performance, and executing mandatory annual due diligence reviews.
• System Optimization: Define business requirements and conduct UAT for fund systems to streamline operational and sales workflows.
  
  

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• Experience: 3–5 years in private banking, wealth management, or fund distribution.
• Technical Skills: Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks.
• Tools: Proficiency in MS Office (Excel, PowerPoint).
• Language: Professional fluency in written and spoken Chinese and English.
• Competencies: Compliance-focused with high attention to detail in document review and transaction monitoring.