Portfolio Manager, Wealth Creation Specialist
1 month ago
We are seeking an experienced Portfolio Manager to join our Wealth Management team at CITIC CLSA.
Job SummaryThe successful candidate will be responsible for managing client relationships and providing exceptional execution services for their investment portfolios.
Key Responsibilities- Trading System Monitoring and Transactions Matching: Ensure seamless day-end transactions matching and trading system monitoring to maintain high levels of accuracy and efficiency.
- Daily Execution and OTC Services: Provide daily execution and over-the-counter (OTC) services for clients, ensuring timely and accurate trade executions.
- Sales Support: Collaborate with Sales and Sales Traders to deliver accurate and efficient execution services, supporting their sales efforts and driving business growth.
- Trade Order Execution: Execute trade orders in various covered markets, adhering to company policies and procedures.
- Best Execution Services: Deliver exceptional best execution services to clients, prioritizing their needs and preferences.
- Education: Degree holder in Finance, Business Administration, or a related discipline.
- Experience: 3 to 5 years' stable dealing experience with a strong understanding of OTC and relevant investment products; US option trading experience is an advantage.
- Licenses and Certifications: SFC licensed person with Type 1 and 2 regulated activities and familiarity with local regulatory and compliance requirements.
- Technical Skills: Experience in using trading systems such as Winvest, Sharp Point & Algo trading, and proficiency in Excel and Bloomberg is a plus. IT knowledge and UAT testing experience is also an advantage.
- Personal Qualities: Ability to work effectively under pressure, team player, independent, creative, and aggressive attitude. Position may require working on shift rotation subject to line manager arrangement.
- Language Proficiency: Good command of written and spoken English, Cantonese, and Mandarin.
We offer a competitive salary range of HKD 500,000 - 700,000 per annum, depending on experience, along with additional benefits and bonuses.
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