Funds and Mandate Specialist - Alternative Investments

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.

• Improve funds and DPM penetration rate in client portfolios.
• Lead efforts of Alternative Investment related fund research, due diligence, process and output implementation across the region.
• Prepare internal and external client‑ready publications, updates and marketing materials for Alternative Investment funds.
• Manage relationships with major counterparties and key market players in the Alternative Funds space and stay informed about relevant market developments and events.
• Be familiar w...