Strategic Portfolio Lead

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
About Us

Bank of China (Hong Kong) Limited is a leading financial institution in the region, committed to providing high-quality services to our clients.

Job DescriptionKey Responsibilities
  • We are seeking an experienced Senior Portfolio Manager to join our team, responsible for managing and implementing investment decisions for individual accounts.
  • The successful candidate will be responsible for conducting daily monitoring of fixed income and cash positions across accounts, ensuring optimal portfolio performance.
  • This role involves overseeing the investment of new accounts, reviewing and applying client guidelines, addressing client-specific requests, and managing cash flows.
  • You will collaborate with internal teams, including Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations, to ensure seamless account management.
  • Leverage quantitative portfolio management tools, including portfolio optimization techniques, to enhance portfolio performance.
Requirements
  • Educational Background:
    • Bachelor's degree or above in Economics, Mathematics, Finance, or related fields.
    • CFA designation strongly preferred.
  • Professional Experience:
    • Prior experience in industry-related areas preferred.
    • Existing SFC Type 9 Responsible Officer (RO) or HKMA Type 9 Executive Officer (EO) license preferred.
    • Candidates with a strong track record and eligible to obtain an EO license are highly encouraged to apply.
  • At least 3 years of relevant industry experience in discretionary account management under a Type 9 license within the past 6 years.
  • Minimum 2 years of management experience within the past 6 years.
  • Degree in Accounting, Business Administration, Economics, Finance, or Law.
  • Passed HKSI Licensing Examination Papers 1 and 6 within the past 3 years.
Key Skills and Attributes
  • Strong sense of responsibility, with a willingness to take on challenges.
  • Excellent communication and interpersonal skills, with an outgoing and professional demeanor.
  • Strong quantitative and analytical skills for developing business plans and proposals.
  • Self-motivated, creative, and energetic, with the ability to meet deadlines and achieve results.
  • Exceptional command of both written and spoken English and Chinese (Mandarin).
  • Proficient in MS Office applications, including Word, Excel, PowerPoint, and Chinese word processing.


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