Multi-Asset Investment Advisor

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 Advisorywith seasoned private bankers Accountable for optimizing client’s investment returns in accordance to risk/investment objectives Active participation in regional digitalization projects 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 skillswith experience in private wealth management business is highly desirable Trilingual candidate proficient in English, Mandarin and Cantonese APAC Institutional Client Service & Account Mgmt Global Asset Manager & Private Credit Investment Hybrid Work Mode & Dynamic Investment Expo Job DutiesAs part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities: Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution Responsible Officer and MIC for APAC Hub Global Private Credit/Debt Investment Manager Promising and Rewarding Career Job DutiesAssume one of the senior roles and founding members for the Asia Hub in HK Being the Responsible Officer/ Manager in charge accountable for the overall management oversight Oversight the investment team and ensure trade orders are executed in an accurate, timely and effective manner Expansion Greater China Intermediary Sales Headcount Promising Career and Rewarding Benefits Job DutiesAs part of the regional sales team and you’ll be accountable for cultivating and networking with China Intermediaries including retail banks, private banks and financial advisors Facilitate comprehensive sales and distribution effort by analyzing clients’ profiles; customizing investment solutions to conducting events/road shows Collaborate with regional investment, product and marketing team to ensure successful execution of sales strategies and fulfilment of targets APAC institutional & Intermediaries clients Friendly Int’l team; Rewarding & Promising Career Job DutiesAssume 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 & Complianceprofessionals Hybrid Work Mode & Dynamic Investment Expo Job DutiesAs part of the Regional Portfolio Management Support Team and 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 #J-18808-Ljbffr