Global Private Bank Specialist

2 weeks ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time

Senior Position in Discretionary Portfolio Management & Product Specialization

  • Take on a senior role in private banking and buy-side investments.
  • Lead in diversified financial markets and portfolio management expertise.
  • Foster dynamic relationships with UHNW and family office clients.
About the Opportunity

A European Private banking client is seeking a highly qualified individual to drive the growth of their discretionary Portfolio Management business.

Key Responsibilities
  • Collaborate with Portfolio Specialists and Advisory teams to promote DPM products/services across Asia.
  • Prepare investment presentations and create marketing materials aligned with the investment risk appetite.
  • Act as a client portfolio manager during pitches and periodic reviews.
  • Contribute to product development and prepare proposals for new business activities.
  • Support ESG strategies by performing analytics and promoting sustainability branding.
  • Conduct attribution analysis, refine reporting systems, and document investment strategies.
Qualifications and Requirements
  • CFA/CAIA qualified graduate or degree holder with 7+ years of experience in cross-asset class investment advisory and portfolio management.
  • Highly skilled in investment presentation.
  • Strong understanding of asset allocation and investment management.
  • Passionate about investment strategies, client communication, and driving business initiatives.
  • Trilingual proficiency in English, Mandarin, and Cantonese.


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