Director, Fund Specialist, Private Bank
Perennial HRHong Kong, Hong Kong
Posted December 12, 2025
Full Time
About the Company
Perennial HR is a multidisciplinary HR consultancy dedicated to empowering mission‑driven organizations to drive positive change. The firm offers a flexible, client‑centric model that delivers HR strategy, organizational design, talent management, employee experience, coaching, and startup consulting services tailored to each company's growth stage. By partnering with one or both of its seasoned consultants, clients gain access to bespoke HR enablement that evolves with their business needs. Perennial’s distinctive approach blends deep expertise with a commitment to adaptability, ensuring that its solutions remain aligned with clients’ evolving missions and market realities.
Job Description
We are looking for an experienced Funds Specialist to join a well-established investment team in a global private bank. The ideal candidate will have a deep understanding of the fund landscape and proven experience engaging with private bankers.
Requirements
- Bachelor's degree or above in Finance, Economics, Business, or a related field.
- Minimum 5 to 8 years of experience in fund sales, fund distribution, or investment products preferably within private banking platforms.
- Strong knowledge of public market fund
- Experience selling funds to private banks, EAMs, and family offices.
- Familiarity with fund operations, documentation, and internal approval processes.
- Proven track record of building strong relationships with internal stakeholders and achieving sales targets.
- Self-motivated, commercially driven, and able to work independently in a fast-paced environment.
- Excellent communication and presentation skills.
- Proficiency in English and fluency in Cantonese is required as the role requires to communicate in this language.
Benefits
- Competitive salary
- Benefits package
- Opportunities for career growth and development
