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 Sourcing & Allocation Access: Proactively source and establish direct relationships with top-tier and boutique hedge funds (e.g., quant, L/S equity, macro) and private equity (PE) managers. Secure scarce subscription allocations and exclusive onboarding quotas for capacity-constrained, oversubscribed, or hard-closed funds.

Fund Onboarding & Due Diligence: Lead the end-to-end fund onboarding process, including commercial terms negotiation, investment and operational due diligence , internal committee approvals for n ew launches. Investment Support & Product Advisory: Provide Relationship Managers (RMs) and client s with deep-dive technical advisory on hedge fund strategies, manager track records, and portfolio construction to drive AUM and revenue growth.

Lifecycle Management & Monitoring: Oversee the full fund lifecycle, including transaction processing, liquidity and capacity monitoring, ongoing performance attribution, and mandatory periodic due diligence reviews. System Optimization & Process Enhancements: Define business requirements and conduct User Acceptance Testing (UAT) for fund platforms and operational workflows to support complex alternative investment structures.

Qualifications

Education

Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative discipline. Experience: 5+ years in private banking, fund-of-funds (FoF), hedged fund, or top-tier wealth management platforms. Direct experience in fund sourcing, GP relations, or alternative investment product selection/sales .

Technical Knowledge : Comprehensive understanding of hedge fund strategies (systematic, discretionary, arbitrage, event-driven), PE fund structures (feeder funds, co-investments), asset allocation frameworks, and regulatory compliance. Tools : Proficiency in financial analysis tools and MS Office (advanced Excel, PowerPoint); familiarity with Bloomberg or alternative fund databases is preferred.

Language : Professional fluency in written and spoken English and Chinese (Mandarin and/or Cantonese). Competencies : High-caliber negotiation and stakeholder management skills. Rigorous attention to detail in legal/operational documentation and risk controls.