Discretionary Mandates Investment Advisor
1 day ago
Discretionary Mandates Investment Advisor Promising Career, Worklife Balance & Sign-On Bonus Our Client Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor. Job Duties Assume the role as Discretionary Portfolio Product Specialist in North Asia region Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review Collaborate with Discretionary Fund Manager to understand investment & risk strategies Participate global/regional initiatives related to E SG and other new mandates initiatives Requirements CFA, 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 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 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 Most Sustainable International Private Bank Expansion Transaction Monitoring/STR Headcounts Regional FCC/AML Compliance Dept Job Duties As part of the Regional FCC function, the successful job holder will be accountable for 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
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary Mandate Client Portfolio Dir/ED, Global Private Bank Profound Institutional Clients and Family Office Exposure Our Client Representing the most admired wealth management and private banking group to search for well qualified Mandate Advisor to be part of the Regional Portfolio Management Team! Job Duties Contribute to the growth, penetration...
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Discretionary Portfolio Specialist
1 day ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA reputable international private bank is seeking a Discretionary Mandates Investment Advisor to drive investment strategy and portfolio growth. The ideal candidate will be a CFA or degree holder with at least 7 years of cross-asset investment advisory experience. Responsibilities include collaborating with fund managers, executing timely trades, and...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking BW) SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking - ( BW ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a...
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Discretionary Portfolio Management
1 day ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary 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...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading wealth management firm in Hong Kong is seeking a Discretionary Mandate Client Portfolio Director to enhance portfolio strategies and client relationships. The ideal candidate will have over 12 years of cross-asset investment advisory experience, exceptional presentation skills, and be trilingual in English, Mandarin, and Cantonese. You will engage...
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hong kong, Hong Kong SAR China CFA Institute Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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hong kong, Hong Kong SAR China CFA Institute Full timeA leading financial services provider in Hong Kong is looking for a dynamic professional to join the Discretionary Portfolio Management Team. The successful candidate will collaborate with private bankers to enhance AUM growth, promote mandate solutions, and market managed investments to UHNW and institutional clients. Ideal applicants should have 5 to 8...
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Senior Investment Communications Specialist
5 days ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Communications Officer (Investment Operations) 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 111 approved members worldwide. We are...
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Senior Equity Structure Advisor
3 days ago
Hong Kong Island, Hong Kong SAR China Manpower Full timeManpower Recruitment Expert | Driven by Data, Relationships, and Results We are partnering with a premier financial institution to seek a seasoned Equity Structure Advisor for their elite team based in Hong Kong. This is a unique, senior‑level role designed for an investment banking professional looking to transition into a high‑impact, strategic...
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Investment Associate
3 days ago
Hong Kong Island, Hong Kong SAR China Hong Kong SAR Oncology Centre Limited Full timeInvestment Associate (Multi Asset Solutions) Responsibilities Manage and enhance the organization's range of multi-asset products. Solid understanding of market positioning and competitive dynamics. Lead the development and innovation of multi-asset solutions , including fund launches and restructures, acting as a key liaison for new product initiatives and...
