Mandate Portfolio Strategist
1 month ago
Company Overview
Selby Jennings is a leading financial services recruitment agency, partnering with prestigious clients to provide high-quality talent.
Job Summary:
We are seeking an experienced Mandate Portfolio Strategist to join our client's Discretionary Portfolio Management team. This role offers an exciting opportunity for a skilled professional to utilize their expertise in mandates and discretionary products to drive growth and success.
Key Responsibilities:
- Client Portfolio Management:
- Act as a key point of contact during pitches and periodic reviews, building strong relationships with UHNW and institutional clients.
- Portfolio Management:
- Oversee multi-asset classes of discretionary portfolios, ensuring alignment with clients' investment risk appetites.
- Marketing and Promotion:
- Develop compelling marketing materials, including investment presentations and portfolio strategic updates, to showcase the value of DPM and mandates products.
Requirements:
- At least 7 years of experience in mandate solutions or product specialist roles, preferably from a fund house or DPM team.
- Excellent Presentation Skills:
- The ability to craft engaging presentations that effectively communicate complex investment strategies.
- Language Proficiency:
- A good command of English and Chinese, essential for communicating with clients and stakeholders across regional markets.
- Independent Work Style:
- The capacity to work independently, prioritizing tasks and managing multiple projects simultaneously.
Compensation Package:
We offer a highly competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus additional benefits and bonuses.
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