Company background:
Our client is a Hong Kong-based financial institution and a wholly-owned subsidiary of a Chinese listed securities firm. Holding a full suite of Hong Kong regulatory licenses, it delivers global investment services including securities, futures, and options trading, cross-border asset allocation, and public/private fund management. The firm specializes in corporate finance solutions such as IPO underwriting, overseas capital raising, M&A advisory, and commodity trading services, positioning itself as a strategic partner for institutional clients and enterprises navigating international markets.
Key Responsibilities:
- Serve as the investment manager for ETF products, overseeing asset allocation, marketing, client engagement, and market share growth.
- Lead or participate in the end-to-end process of asset management product development, issuance, and post-launch investment/operations—designing allocation strategies and ensuring execution.
- Liaise with the HKSFC, custodians, and fund holders on product disclosures, reporting, and compliance matters.
- Analyze customer and sales channel trends using data insights to guide the companys product R&D strategy.
- Collaborate with the Head of Asset Management to craft sales/marketing strategies and identify business opportunities.
- Maintain relationships with institutional investors, intermediaries, and regulators.
- Ensure strict adherence to compliance and risk control protocols for assigned products.
Requirements:
- Masters degree in Economics, Finance, Mathematics, or a related field.
- 12+ years of experience, including 5+ years as a fund manager in public/mutual funds; commodity ETF expertise (research, development, or investment) is a plus.
- Deep knowledge of ETF markets and investment trends.
- Established network among ETF investors and strong presentation skills.
- Resilient under pressure, commercially astute, and deadline-driven.
- Fluency in English, Mandarin, and Cantonese (written & spoken).