Private Wealth Management - Fund Specialist

**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: a) 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); b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China; c) 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.