Client Portfolio

5 days ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Our Client

Expansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team with Global Asset Management Group, hiring over 250 investment professionals across the world.

Job Duties
  • Assume key clients contact with high profile institutional & intermediaries clients.
  • Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA.
  • Understand clients' investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing, Legal & Compliance professionals.
  • Accountable for ensuring the fulfilment of SLA and client requests inclusive of RFP and Legal & Compliance audit etc.
  • Maintenance of CRM system and client contact information.
  • Active participation in regional and global projects.
Requirements
  • Well qualified graduate in finance, economics or related discipline.
  • 8yrs+/- client relationship or client portfolio management experience earned from international asset management companies.
  • Good understanding of diversified investment strategies.
  • Proven track record in managing institutional and intermediaries channels.
  • International mindset with steady and successful employment track record.
  • Strong proficiency in English, Mandarin and Cantonese.
Additional Job Duties

As part of the Regional Portfolio Management Support Team, assist cross asset classes of investment managers in AP with the following accountabilities:

  • Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team.
  • Facilitate portfolio rebalancing, asset allocation and investment monitoring.
  • Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators.
  • Expansion headcount for AP/Greater China region.
  • Multi-asset & Discretionary Investment Advisory.
Further 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.
  • Profound Institutional Clients and Family Office Exposure.
Final Job Duties
  • 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.
As a member of the investment team, you will be responsible for:
  • Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates and key economic indicators etc.
  • Conducting top-down and bottom up research.
  • Monitoring portfolio performance and attribution analysis.
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