Discretionary portfolio management

4 weeks ago


Central And Western District, Hong Kong SAR China Projob21.com Ltd. Full time

Discretionary Portfolio Management & Product Specialist, Global Private Bank Promising Private Bank & Buy-Side Career Diversified Financial Markets & Portfolio Mgmt Dynamic UHNW & Family Office Clients Exposure Our Client Our European Private banking client is looking for a well-qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management business. Job Duties Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance with the investment risk appetite. Coordinate the promotion of DPM products/services across the Asia region by collaborating with Portfolio Specialists and Portfolio Advisory teams. Act as a client portfolio manager during pitches and periodic reviews. Contribute to product development and prepare proposals and submissions for new business activities. Proactively support the ESG strategies by performing related analytics, sustainability branding promotion. Conduct attribution analysis, refine reporting systems, and document investment strategies. Requirements CFA / CAIA well-qualified graduate/Degree holder with 7 years+/- cross-asset classes of investment advisory and portfolio management experience. Highly seasoned investment presentation skills. Good understanding of asset allocation/investment management. Possesses a strong passion for investment strategies, client communication, and driving business initiatives. Trilingual candidate proficient in English, Mandarin, and Cantonese.#J-18808-Ljbffr



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