Assume primary responsibility to support the system maintenance of the Fund Platform for CTBC Private Banking (“CTBC PB”).
Be responsible for data processing and research work relating to funds and mandate business.
Prepare and update marketing collaterals for discretionary portfolios and fund products.
Manage related processes and process enhancement projects.
Handle administrative tasks of the Funds & Mandate Team.
Principal Accountabilities
Fund Platform Support
Support the information gathering and analysis in the funds research, due diligence, process and output that can be implemented and leveraged across the region.
Prepare internal and external client‑ready publications, updates and marketing materials.
Assist to manage relationships with major counterparties and key market players.
Work within the Funds team to ensure coverage at all times. ...