Multi-asset investment advisor

4 weeks ago


Central And Western District, Hong Kong SAR China Projob21.com Ltd. Full time
Expansion Headcount for AP/Greater China Region

Multi-asset & Discretionary Investment Advisory

Our ClientAppointed by Global Private Bank with total AUM of USD 310 billion to search for multiple Cross Asset Classes of Investment Advisors to be part of the expanding GC team.Job Duties

Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/investment teams.Regularly monitor client portfolios for performance, risk, and opportunities.Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers.Accountable for optimizing client’s investment returns in accordance with risk/investment objectives.Active participation in regional digitalization projects.Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee.Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals.Provide full spectrum of IR support from calendar management to organizing investor meetings, conferences, and roadshows across multiple time zones in US, Europe & AP region.Assist investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates, and key economic indicators.Conduct top-down and bottom-up research.Monitor portfolio performance and attribution analysis.Database and information management of LPs, investments, and attributes of various funds.Ensure consistency in workflow and quality control of internal, tax and regulatory reporting.Assist clients with portfolio and SPV accounting, payment services, audit and tax support, waterfall, capital distribution.

Requirements

Well qualified graduate in Mathematics or Quantitative Finance/ Degree holder with 12 years +/- relevant investment counselor & advisory/portfolio management.Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred.Profound understanding of complex products in order to communicate customized solutions effectively with bankers & UHNW & Institutional clients.Excellent quantitative finance skills with experience in private wealth management business is highly desirable.Trilingual candidate proficient in English, Mandarin, and Cantonese.Profound Institutional Clients and Family Office Exposure.

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

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