Investment Portfolio Specialist
7 days ago
About the Opportunity
This is a challenging role that requires a strong understanding of financial markets, asset allocation, and investment products. You will work closely with fund management partners to select and onboard new products and strategies, and collaborate with the distribution team to deliver solutions aligned with client needs.
Main Responsibilities
* Develop and implement asset allocation strategies to meet client objectives.* Collaborate with fund management partners on sales strategy and product onboarding.* Work closely with the distribution team to deliver solutions aligned with client needs.* Provide expert advice to clients on asset allocation and investment products.* Present portfolio recommendations and market insights to clients and internal stakeholders.
Requirements
* SFC licensed Responsible Officer for Type 9 activities.* 10+ years of experience in research, asset allocation or advisory roles, within the asset management, wealth or banking industry.* Proven track record of producing asset allocation advice and dealing with HNW client relationships.* Excellent communication, interpersonal, and presentation skills.* Ability to work independently and as part of a team, with a strong focus on collaboration and results.
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