Job Title: Funds Specialist Corporate Title: Executive Director Division: International Wealth Management Location: Hong Kong SFID: 12402 Licensed Role: Yes Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit <a href="https://www.nomura.com/">www.nomura.com</a>. Department Overview Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape. Role Description The Executive Director, Funds Specialist, will serve as a senior product expert and strategic leader within our International Wealth Management division, responsible for driving the funds and alternative investments business across all major asset classes. This role requires a seasoned professional who can provide comprehensive coverage of traditional funds while supporting our high-net-worth client base with sophisticated investment solutions and strategic portfolio guidance. Responsibilities Strategic Leadership & Business Development <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Lead the full value chain of funds and alternative investments business, driving strategic initiatives to increase product penetration rates across client portfolios</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Develop and execute comprehensive business strategies for traditional mutual funds, hedge funds, alternative investments, and ETFs</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Collaborate with senior leadership to align fund strategies with overall business objectives and market opportunities</li> </ul> Product Expertise & Due Diligence <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Conduct comprehensive product due diligence and analysis across all major asset classes including Equities, Fixed Income, Credit, and Alternative Investments</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Maintain deep expertise in fund operations, dealing procedures, and regulatory compliance requirements across the Asia region</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Lead independent peer competitor analysis and fund performance evaluations</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Oversee ongoing product review processes, platform maintenance, and enhancement initiatives</li> </ul> Client Advisory & Relationship Management <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Partner with investment advisors to provide expert guidance on funds, hedge funds, and private markets products</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Deliver sophisticated asset allocation recommendations tailored to high-net-worth client portfolios</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Provide exceptional advisory services and comprehensive sales support to drive product adoption</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Develop and maintain strong relationships with internal and external stakeholders</li> </ul> Thought Leadership & Market Intelligence <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Formulate and develop investment ideas in alignment with Chief Investment Officer perspectives</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Create high-quality marketing materials, investment commentary, pitch books, and presentation materials</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Provide timely and comprehensive responses to complex queries related to managed investments and ETFs</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Produce detailed client analytics to identify opportunities for increased product penetration</li> </ul> Team Leadership & Collaboration <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Lead cross-functional initiatives and motivate sales activities across multiple teams</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Organize and coordinate internal and external fund events, conference calls, and marketing activities</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Mentor junior team members and contribute to knowledge sharing initiatives</li> <li style="text-align:justify;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:11.0pt;font-family:Calibri, sans-serif">Drive cross-selling opportunities for managed investment products using a holistic approach</li> </ul> Requirements <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Minimum Degree in business or finance from an accredited University </li> </ul> <ul style="margin-top:0.0cm;margin-bottom:0.0cm" type="disc"> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Minimum 10 years’ experience as a Fund Product Specialist or similar role within global financial institutions</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Demonstrated expertise covering all major asset classes (Equities, Fixed Income, Credit, Alternative Investments)</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Proven track record in asset management business with deep understanding of fund structures and operations</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Experience working with high-net-worth clients and sophisticated investment products</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Exceptional communication and presentation skills in both English and Chinese (Mandarin/Cantonese)</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">CFA or CAIA designation strongly preferred</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Relevant regulatory licenses as required for Hong Kong market</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Strong leadership abilities with proven track record of team collaboration and motivation</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Excellent project management skills with ability to handle multiple priorities in fast-paced environment</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Deep understanding of wealth management principles and client service excellence</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Strong ethical standards and commitment to regulatory compliance</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Advanced proficiency in Excel/VBA for complex financial modeling and analysis</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Expert-level Bloomberg terminal skills</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Strong analytical capabilities for independent fund analysis and peer comparisons</li> <li style="margin-top:0.0cm;margin-right:0.0cm;margin-bottom:0.0cm;font-size:12.0pt;font-family:'Times New Roman', serif">Knowledge of regulatory frameworks and compliance requirements in Asia-Pacific markets</li> </ul> Nomura Competencies <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. </li> </ul> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. </li> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. </li> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. </li> <li style="margin:0.0cm 2.05pt 0.0cm 0.0px;font-size:12.0pt;font-family:'Times New Roman', serif">Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). </li> </ul> Diversity Statement Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time. Nomura is an Equal Opportunity Employer

Executive Director, Alternative Funds Specialist (Central, HK, HK) @ Nomura Holdings, inc.

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