Multi-Asset Investment Advisor

3 weeks ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Expansion Headcount for AP/Greater China Region
  • Multi-asset & Discretionary Investment Advisory
Our Client

Appointed 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.
#J-18808-Ljbffr
  • Investment Advisor

    6 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China eFinancialCareers Full time

    Responsibilities You have strong investment knowledge and proven ability to offer sound investment advice to HNW clients on multi-asset class portfolios. You will advise clients on portfolio construction and allocation, ensuring their investment objectives are met, based on their unique investment goals, risk tolerance and bank's risk management framework....


  • Hong Kong Island, Hong Kong SAR China S&P Global, Inc. Full time

    About the Role:Grade Level (for internal use): 13S&P Dow Jones IndicesThe Role: Director, Multi-Asset Product ManagementThe Firm:S&P Dow Jones Indices (S&P DJI) is the world's leading resource for benchmarks and investable indices. Our solutions are widely considered indispensable in tracking market performance, evaluating portfolios, and developing...


  • Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time

    Job DescriptionWe are seeking a highly skilled and experienced investment professional to join our team as a Multi-Asset Solutions Manager. The successful candidate will be responsible for developing and implementing customized investment strategies for our clients.About Projob21 Ltd.Projob21 Ltd. is a leading private bank with a global presence, offering a...


  • Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time

    About the RoleThis is an exciting opportunity for an experienced investment professional to join our growing team in the Asia Pacific region. As a Discretionary Investment Advisor, you will play a key role in providing customized investment advice to our clients.Key Responsibilities:Provide expert advice on asset allocation, product selection, and portfolio...


  • Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full time

    Senior Investment AdvisorWe are seeking an experienced Senior Investment Advisor to join our team at Classy Wheeler Limited.The ideal candidate will have a strong background in finance, risk management, and investment analysis, with excellent communication and interpersonal skills.As a Senior Investment Advisor, you will be responsible for advising clients...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced professional to join our team at Unicorn Advisor (HK) Limited. As a Client Service Specialist, you will be responsible for managing the administration and service execution of client accounts and investments.Key ResponsibilitiesAccount Management: Manage client accounts and investments, ensuring...


  • Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full time

    Join our team as an Asset Management/Wealth Management Advisor Trainee and embark on a fulfilling career in financial planning and wealth management. This full-time position is located in Sheung Wan, Central and Western District, offering a dynamic environment where you can grow and thrive.What You'll Be DoingCraft personalized financial plans tailored to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife ( International) Ltd Full time

    Investment Consultant / Wealth Management AdvisorAt Manulife (International) Ltd, we are looking for a highly motivated Investment Consultant / Wealth Management Advisor to join our team in Hong Kong SAR.The RoleDevelop and execute investment plans for clientsProvide excellent customer service and manage client financesQualifications and SkillsFinance...

  • Investment Advisor

    7 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full time

    Manulife Hong Kong and Macau is looking for a highly skilled and experienced Investment Advisor to join our team. As a key member of our financial advisory team, you will be responsible for providing expert investment advice to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesThe successful candidate will be responsible...


  • Hong Kong Island, Hong Kong SAR China DBS Bank Full time

    Company OverviewDBS Bank's Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    **Job Overview**We are seeking an experienced Strategic Investment Director to join our team at Unicorn Advisor (HK) Limited. This role requires a seasoned professional with a strong background in wealth management, investment products, and client-facing skills.ResponsibilitiesDevelop and implement strategic investment plans to drive growth and...

  • Senior Asset Manager

    2 weeks ago


    Hong Kong Island, Hong Kong SAR China Top Tier Asset Management Company Full time

    Company OverviewWe are a top-tier asset management company that specializes in providing investment solutions to our clients. Our team of experienced professionals works closely with our clients to understand their investment goals and objectives, and develops tailored investment strategies to meet their needs.We are committed to delivering exceptional...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...

  • Investment Advisor

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full time

    Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...


  • Hong Kong Island, Hong Kong SAR China AXA Investment Managers Full time

    We are seeking a highly motivated and experienced Wealth Management Manager to join our team at AXA Investment Managers. As a Wealth Management Manager, you will be responsible for developing and implementing financial plans that align with the unique needs and goals of each client.You will work closely with clients to understand their financial objectives,...


  • Hong Kong Island, Hong Kong SAR China CICC Full time

    About the RoleWe are seeking a skilled and experienced professional to join our team as an Institutional Wealth Advisor. In this role, you will be responsible for developing business relationships with high-net-worth individuals, their families, and corporates.The ideal candidate will have a strong understanding of the Chinese and international capital...


  • Hong Kong, Central and Western District, Hong Kong SAR China Point72 Asset Management, L.P Full time

    Company OverviewPoint72 Asset Management, L.P. is a global firm that invests in multiple asset classes and strategies worldwide. With over two decades of experience, the company aims to be the industry's premier asset manager by delivering superior risk-adjusted returns, upholding the highest ethical standards, and offering unparalleled opportunities to...

  • VP (Investment)

    2 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ashford Benjamin Full time

    Ashford Benjamin is a leading recruitment agency in the asset management industry, supporting top clients with their compliance hiring needs. This exciting opportunity is available for experienced professionals looking to gain exposure in the APAC region, specifically covering alternative investment funds.The role of a Compliance Advisor involves providing...


  • Hong Kong Island, Hong Kong SAR China Macdonald & Company Full time

    Investment and Asset Management Associate Director (BH-75139)Location: Central and Western District, Hong KongSector: Property & HousingSalary: CompetitiveA leading real estate investment management firm is looking for an Associate Director, Investment and Asset Management, to be based in Hong Kong.Job Summary:The Investment and Asset Management Associate...