Discretionary Portfolio Management

Discretionary Portfolio Management & Product Specialist, Global Private Bank Diversified Financial Markets & Portfolio Mgmt Dynamic UHNW & Family Office Clients Exposure Our Client Our European Private banking client is looking for a well qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management business. Job Duties Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance to the investment risk appetite Coordinate the promotion of DPM products/services across the Asia region by collaborating with Portfolio Specialists and Portfolio Advisory teams Act as a client portfolio manager during pitches and periodic reviews Contribute to product development and prepare proposals and submissions for new business activities Proactively support the ESG strategies by performing related analytics, sustainability branding promotion Conduct attribution analysis, refine reporting systems, and document investment strategies Requirements CFA / CAIA well-qualified graduate/Degree holder with 7 years+/- cross-asset classes of investment advisory and portfolio management experience Highly seasoned investment presentation skills Good understanding of asset allocation/investment management Possesses a strong passion for investment strategies, client communication, and driving business initiatives Trilingual candidate proficient in English, Mandarin and Cantonese Account Documentation & Static Data Management Worklife Balance & Friendly int’l Team Job Duties Responsible for account documentation check and clients’ data maintenance Ensure completeness of document in accordance to regulatory requirements Provide back office private banking operations support that called for liaison with front office and KYC teams Handle general inquiries from internal and external customers in relation to clients account information Global Banking with Comprehensive Bank Benefits Excellent Worklife Balance & Job Security Most Sustainable International Private Bank Expansion Transaction Monitoring/STR Headcounts Regional FCC/AML Compliance Dept Job Duties Reporting to Regional Head of Dealing & partner with a professional team of cross asset classes of investment advisors Accountable for timely trade execution of equities and structured products by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region Facilitate regional and global new business/products and regulatory related initiatives Global Private Bank with 850 Employees+ in APAC Regional Business Mgmt to APAC Governance Job Duties Report to the Regional Head of Governance Accountable for timely preparation of management reports and analysis Responsible for coordinating regional governance & risk management committee meetings and agenda Profound Institutional Clients and Family Office Exposure Job Duties Contribute to the growth, penetration and marketing of mandates & discretionary portfolios Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC As part of the Regional FCC function, the successful job holder will be accountable for Job Duties Report to Head of FCC and partner with a small professional team of 3 Transaction Monitoring, STR & Continuous Enhancement of AML Procedures and System/Tools Review Investigation of trigger events/alerts to ensure the fulfilment of regulatory/corporate governance #J-18808-Ljbffr