Senior Investment Portfolio Manager
4 days ago
We are seeking a seasoned Investment Specialist to join our team at Trinity Search Limited.
The ideal candidate will have a strong background in investment consulting and management, with a proven track record of delivering professional investment planning services to clients.
Key Responsibilities:
- Collaborate with Relationship Managers to develop and implement effective investment strategies for clients;
- Conduct thorough analysis of clients' needs and match them with suitable investment products and services;
- Provide expert advice and guidance on investment matters to clients, including portfolio reviews and product updates;
- Support the launch of new products and services, as well as other client-facing activities;
Requirements:
- Bachelor's Degree in Business, Finance, or a related field;
- A minimum of 8 years' experience in investment consulting and management, preferably within the financial institutions or banking industry;
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues;
- Strong analytical and problem-solving skills, with the ability to identify opportunities and challenges;
- Fluency in English and Mandarin, with excellent written and verbal communication skills.
About Us:
Trinity Search Limited is a leading recruitment agency specializing in finance and banking. We pride ourselves on our commitment to excellence and our ability to deliver exceptional results for our clients.
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