Alternative Investment Specialist

1 day ago

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

Rewarding Career with Competitive Benefits Our Client Appointed by the most admired Global Private Bank & Asset Mgmt group w/AA- credit rating to search for Alternative Investment Specialist & Client Portfolio Advisor (Director+). Job Duties As part of the regional and global investment & product solution team to consult & drive alternative & active investment strategies Understand clients’ investment & risk appetite and provide customised investment strategies by fully collaborating with investment counterparts in HQ, Europe and Asia Offer timely insights across macro and secular themes to facilitate clients' investment decisions & portfolio review Attend clients pitch and periodic portfolio review by collaborating with bankers and global CIO and research teams Requirements CFA, Well qualified with 12+/- years of experience as investment specialist in multi-asset class advisory within the wealth management/private banking sector Well versed with alternative investment products and markets Motivated and driven personality Confident and polished investment presentation skill Proficient in English, Mandarin and Cantonese Executive Assistant Duties As the Executive Assistant, report to the founding member in charge of Investment Deal Team Manage intensive meeting schedule, setting up of VC & calls with external clients & senior management across the region & headquarters The ideal candidate will be responsible for managing the Chairman's personal, family, and business affairs, ensuring smooth day-to-day operations and enabling the Chairman to focus on key strategic priorities. This is a unique opportunity to work closely with an influential business leader, especially in the Greater China region and be involved in various aspects of their professional and personal life. Coordinate the Group Chairman's personal & business schedules and appointments, ensuring seamless coordination with internal and external stakeholders. Organize domestic and international travel arrangements, including work visas, flights, accommodations, and transportation. Provide personal support to the Chairman, including managing personal errands, appointments, and family-related matters. Regional Private Market Product Coverage Leadership Function to Spearhead PE Penetration Strategic Direct Investment Advisory Duties As part of the Strategic Direct Investment Advisory Regional Team Accountable for shaping PE strategies and increasing the penetration of PE solutions Work in partnership with bankers and investment professionals from advising PE investment opportunities, asset allocation to on-going portfolio monitoring in accordance to clients’ investment & risk appetite along #J-18808-Ljbffr

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