Strategic Portfolio Investment Manager
4 weeks ago
About the Role
We are seeking a highly skilled Strategic Portfolio Investment Manager to join our team at Projob21 Ltd.
Key Responsibilities
- Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance with the investment risk appetite.
- Coordinate the promotion of discretionary portfolio management products/services across the Asia region by collaborating with portfolio specialists and advisory teams.
- Act as a client portfolio manager during pitches and periodic reviews.
- Contribute to product development and prepare proposals and submissions for new business activities.
- Proactively support environmental, social, and governance strategies by performing related analytics and promoting sustainability branding.
- Conduct attribution analysis, refine reporting systems, and document investment strategies.
Requirements
- A well-qualified CFA/CAIA graduate or degree holder with 7+ years of cross-asset classes of investment advisory and portfolio management experience.
- Highly seasoned investment presentation skills.
- A good understanding of asset allocation/investment management.
- Possesses a strong passion for investment strategies, client communication, and driving business initiatives.
- A trilingual candidate proficient in English, Mandarin, and Cantonese.
Salary Information
The estimated salary for this role is around $120,000 per annum, depending on qualifications and experience.
About Us
Projob21 Ltd. is a leading private bank dedicated to providing exceptional financial services to our clients.
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