Strategic Portfolio Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time
Job Description:

We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at CICC. In this role, you will be responsible for leading the development of comprehensive wealth planning and asset allocation strategies for high net worth clients in the region.

Key Responsibilities:
  • Lead Target Setting and Implementation: Collaborate with cross-functional teams to set and achieve business objectives, ensuring seamless execution and delivery of results.
  • Wealth Planning and Asset Allocation: Provide customized advice and consulting services to high net worth clients, helping them navigate complex financial decisions and achieve their goals.
  • Clients Support: Offer exceptional support to high net worth clients, attending meetings, conducting portfolio reviews, and driving after-sales engagement.
  • Training and Development: Provide training to internal sales teams and attend marketing roadshows, sharing expertise and best practices to drive business growth.
Requirements:
  • Education: Bachelor's degree or above in Finance, Economics, Accounting, Mathematics, Statistics, or Computer Science from a reputable domestic or overseas university.
  • Experience: Minimum 5 years of experience in the financial industry, with a strong background in investment advisory and a CFA qualification an advantage.
  • Skills and Qualities: Strong communication and leadership skills, with the ability to manage and develop team members, drive results, and promote a positive team culture.
What We Offer:
  • Competitive Salary: Estimated annual salary range: $120,000 - $180,000, depending on experience and qualifications.
  • Benefits: Comprehensive benefits package, including medical insurance, retirement plan, and paid time off.


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