Mandate Portfolio Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

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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