Strategic Portfolio Manager

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Job Summary

We are seeking an experienced Wealth Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our organization, you will be responsible for delivering exceptional client service and driving business growth in the institutional market.

Key Responsibilities

  • Client Service Operations: Oversee the delivery of high-quality support and services to our institutional clients, ensuring their needs are met and exceeded.
  • Target Segment Research and Onboarding: Lead research efforts to identify new opportunities and onboard clients, developing pitch books and internal documentation to support business development initiatives.
  • Investment Insights and Communication: Provide proactive investment insights and maintain robust communication with clients, ensuring timely responses and a high level of service.
  • Business Development Initiatives: Drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.
  • Client Base Strengthening: Strengthen our institutional client base by promoting research services and cross-selling other financial products.
  • Sales Strategies and Targets: Develop sales strategies and achieve targets in line with business goals.

Requirements

  • A bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
  • A comprehensive understanding of investment products, financial markets, and private banking strategies.
  • A proven track record in developing client relationships and executing transactions effectively.
  • Exceptional communication skills and proficiency in English and Mandarin; Cantonese is a plus.
  • Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
  • Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards.


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