Client Portfolio Manager

1 week ago


hong kong, Hong Kong SAR China ConnectedGroup Limited Full time

Responsibilities:

  • Work closely with the investment and sales teams to meet clients, investors, gate-keepers and research analysts.
  • Articulate the investment method, portfolio positioning, strategies, outlook as well as market insight of the exitisng portfolio.
  • Support and retain existing clients via regular meetings, conference calls and investment committee meetings, as needed in place of Portfolio Managers.
  • Assist in creating and reviewing marketing and meeting materials, writing investment commentaries and providing insight for client reports.
  • Create bespoke model portfolios for clients and the team.

Requirements:

  • 3 - 6 years of working experience in asset managers or global banks with extensive equities product knowledge.
  • Solid equity research or investment-related client-facing experience in the sophisticated institutional marketplace.
  • Team player, able to effectively manage the expectations of a diverse and demanding client base.
  • Strong presentation, writing and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise.
  • Fluent English, Cantonese and Mandarin speaking is an essential


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