Multi-Asset Investment Advisor

2 months ago


hong kong, Hong Kong SAR China Projob21.com Ltd. Full time
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 Advisory with seasoned private bankers.
  • Accountable for optimizing client’s investment returns in accordance with risk/investment objectives.
  • Active participation in regional digitalization projects.
  • 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.
  • Provide full spectrum of IR support from calendar management to organizing investor meetings, conferences, and roadshows across multiple time zones in US, Europe & AP region.
  • Assist investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates, and key economic indicators.
  • Conduct top-down and bottom-up research.
  • Monitor portfolio performance and attribution analysis.
  • Database and information management of LPs, investments, and attributes of various funds.
  • Ensure consistency in workflow and quality control of internal, tax and regulatory reporting.
  • Assist clients with portfolio and SPV accounting, payment services, audit and tax support, waterfall, capital distribution.
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 skills with experience in private wealth management business is highly desirable.
  • Trilingual candidate proficient in English, Mandarin, and Cantonese.
  • Profound Institutional Clients and Family Office Exposure.
#J-18808-Ljbffr

  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Asset Allocation, Chief StrategistUnicorn Advisor (HK) Limited is seeking a highly experienced and skilled Asset Allocation, Chief Strategist to lead our team in Hong Kong. The successful candidate will be responsible for conducting global macro, strategy, and asset allocation research to drive investment decisions.We are looking for an individual with over...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Description:We are seeking a skilled and experienced Chief Investment Strategist to join our team at Unicorn Advisor (HK) Limited.About the Role:As a key spokesperson, you will develop and communicate investment strategies across various asset classes, including securities, funds, and structured products.You will provide regular market commentary and...


  • Hong Kong, Hong Kong SAR China State Street Full time

    Who we are looking for The candidate will have the opportunity to join global research team with the immediate opportunity to contribute to research analysis, production, and client engagement Although the team is multi-asset, the focus of this role will be on global equity strategy and equities’ role in the multi-asset portfolio.  The successful...


  • Hong Kong, Hong Kong SAR China State Street Full time

    Who we are looking forThe candidate will have the opportunity to join global research team with the immediate opportunity to contribute to research analysis, production, and client engagement Although the team is multi-asset, the focus of this role will be on global equity strategy and equities’ role in the multi-asset portfolio. The successful...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to delivering exceptional service to our customers. Our team is made up of talented professionals who are dedicated to providing best-in-class products and services. To achieve this, we seek to attract high-calibre talent by offering a dynamic working environment, good career development...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Job Title: VP, Investment CounsellorAt Selby Jennings, we are seeking a highly skilled and experienced VP, Investment Counsellor to join our team. As a key member of our investment team, you will be responsible for providing expert investment advice to our clients and helping them achieve their financial goals.Key Responsibilities:Conduct in-depth...


  • Hong Kong, Central and Western District, Hong Kong SAR China ICBC Asset Management (Global) Full time

    Company OverviewICBC Asset Management (Global) is a leading asset management company that offers a wide range of investment products to institutional and individual investors. We are committed to providing high-quality investment solutions and exceptional client service.About the RoleWe are seeking an experienced Strategic Product Manager for Asset...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    Main Responsibilities:Deliver actionable market insights to family offices and high net worth individuals on global multi-asset investments.Ensure seamless alignment with internal guidelines and regulatory policies.Contribute to brand development through strategic initiatives, including events and webinars.Analyze market trends to identify investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Balyasny Asset Management L.P. Full time

    Investment CoordinatorBalyasny Asset Management L.P. is a global, multi-strategy investment firm with over $21 billion in assets under management. We are a diversified business, with global breadth and depth. Our firm has a clear mission: To consistently deliver uncorrelated returns in all market environments.In this role, you will provide day-to-day support...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    (Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Trading Advisor RoleAt HSBC, we're committed to providing exceptional investment services to our clients. As a Trading Advisor, you'll play a key role in delivering high-quality advisory services to our clients, helping them make informed investment decisions and providing best execution dealing services.Key ResponsibilitiesAct as the Relationship Manager of...

  • Asset Management

    6 months ago


    Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full time

    . Morgan Asset Management has been a leading manager of Hong Kong institutional and pension portfolios and has extensive experience in governmental, insurance and retirement fund management. The Hong Kong Institutional and Pension team is now looking for a Client Advisor focusing on uncovering sales opportunities, as well as building and maintaining client...


  • Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management Full time

    Job Title: Global Head of Renewable Energy InvestmentsWe are seeking a seasoned investment professional to lead our renewable energy investments in Southeast Asia.The ideal candidate will have 10+ years of experience in the infrastructure and renewable power industry, with a proven track record of leading end-to-end execution of transactions.This role...

  • Investment Coordinator

    5 months ago


    Hong Kong, Hong Kong SAR China Balyasny Asset Management L.P. Full time

    LoadingSorry to interruptCSS Error Investment Coordinator LocationHong Kong PostedPosted 61 Days Ago CodeREQ5736 Balyasny Asset Management (BAM) is a global, multi-strategy investment Firm with over $21 billion in assets under management. We are a diversified business, with global breadth and depth. Our Firm has a clear mission: To consistently...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    As a PWM Investment Advisor at Futu Securities International (Hong Kong) Limited, you will be responsible for familiarizing yourself with the financial business, communicating business needs, and organizing materials to be proficient in the stock market.Key responsibilities include:Familiarizing with company/institutional business, communicating business...


  • Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    A multi family office is hiring Asset Allocation, Chief Strategist in Hong Kong. The postition holder will lead a team and be in charge of global macro, strategy and asset allocation research. Over 10 years relevant expereince in renowned financial institution is desired. Fluency in Mandarin and English is a must.


  • Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full time

    Core ResponsibilitiesWe are seeking a skilled Investment Specialist to join our team at Gopher Asset Management 歌斐資產. In this role, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions.You will provide professional asset management advice and solutions...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Investment Strategy Leader RoleWe are seeking a highly skilled Investment Strategy Leader to join our team at Unicorn Advisor (HK) Limited. As an Investment Strategist, you will be responsible for developing and implementing investment strategies across various asset classes, including securities, funds, and structured products.Key responsibilities...


  • Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Asset & Wealth Management, Private Wealth Advisor, Vice President – Hong Kong Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...

  • FAMILY WEALTH ADVISOR

    3 months ago


    Hong Kong, Hong Kong SAR China Value Search Asia Full time

      Excellent Opportunity advising UHNW individuals and FOs Attractive Remuneration   The individual will be primarily responsible for providing comprehensive wealth / investment advice for UHNW individuals / families as the main contact person for all investment advisory and coordinating with other team members and external parties to offer comprehensive...