Funds and Mandate Specialist - Alternative Investments

JOB PURPOSE Assume primary responsibility to support the development and maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”), with a focus on Alternative Investment Funds, including Private Market Funds and Hedge Funds. Oversee CTBC PB discretionary investment portfolios, promote and distribute discretionary portfolios and fund products, and manage related processes and process enhancement projects. KEY RESPONSIBILITIES Improve funds and DPM penetration rate in client portfolio; Develop and maintain relationships with key stakeholders, including clients, internal teams, and external partners; Collaborate with cross-functional teams to identify and prioritize initiatives that drive business growth and improve operational efficiency; Provide expert-level support for the development of new fund products and strategies; Manage and coordinate the implementation of process enhancements and system updates; Ensure compliance with relevant regulations and policies. REQUIREMENTS Bachelor’s degree in Finance, Business Administration or related field; 5+ years of experience in investment management, private banking, or a related field; Strong understanding of alternative investments, including Private Market Funds and Hedge Funds; Excellent communication, interpersonal, and analytical skills; Ability to work independently and as part of a team; Proficiency in Microsoft Office applications. BENEFITS Competitive salary and benefits package; Opportunities for professional growth and development; Collaborative and dynamic work environment.