Strategic Portfolio Manager

16 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full time

We are seeking a seasoned and accomplished professional to join our team as a Senior Relationship Manager/Team Lead/AE at Ping An of China Securities (Hong Kong) Company Limited. In this role, you will be responsible for providing exceptional wealth management and banking services to high net worth individual clients in Asia.

Job Responsibilities
  • Portfolio Management: Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential. Customize portfolio proposals for clients through allocation of client funds into products across fund, equity, and other asset classes.
  • Investment Analysis: Perform investment portfolios analysis, monitor the performance, and make necessary recommendations on portfolio asset allocation.
  • Client Relationship Management: Foster strong relationships with clients by providing personalized service, understanding their needs, and delivering tailored solutions.
  • Cross-Selling Opportunities: Work closely with other departments to identify cross-selling opportunities and bring all relevant products and services to our clients.
  • Product Knowledge: Possess solid product knowledge, including funds, equities, margin financing, insurance, structured products, and other relevant financial instruments.

The ideal candidate should have excellent communication and interpersonal skills, with the ability to work under pressure and meet sales targets. A strong desire for self-improvement and continuous learning is essential. Proficiency in Chinese, English, and Mandarin languages is required, depending on the market coverage.

Requirements
  • Experience: Minimum 5+ years of experience in wealth management, investment banking, or a related field, with a proven track record of success.
  • Skillset: Strong analytical and problem-solving skills, with the ability to think critically and strategically.
  • Education: Bachelor's degree in Finance, Business Administration, or a related field.
  • Certifications: Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certification is highly desirable but not required.


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