Securities Portfolio Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China BDO Life Full time

At BDO Life, we are seeking a skilled Securities Portfolio Manager to support the Head of Securities Dealing in the daily operations of the Securities Dealing Team. The successful candidate will be responsible for fulfilling customer requirements of the branch with the objective of providing accredited investors with a wide array of products after performing product due diligence and risk assessment, where required for recommended products.

The Key Responsibilities:

  1. Services the capital market products requirements of accredited investors
  2. Scouts the market and recommends fixed income/equities/funds products that may be offered to clients to provide clients with a wider array of products that will fit their investment/trading needs
  3. Facilitates the product approval process for new products to be offered by the Branch
  4. Coordinates the product due diligence and risk assessment process for new products
  5. Engages all relevant stakeholders to drive the product due diligence and risk assessment process
  6. Discusses any issues with stakeholders at all stages of the product due diligence and risk assessment process

Qualifications and Experience:

  1. Must be a holder of a Bachelor's Degree preferably Business-related course
  2. Has at least 5 years in experience in Treasury, preferably in securities portfolio management
  3. Must be a Hong Kong Citizen and/or Permanent Resident


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