Financial Portfolio Manager
1 month ago
At Gentleman Capital Limited, we are seeking an experienced Financial Portfolio Manager to join our team.
About the RoleWe offer a competitive salary of $120,000 - $180,000 per annum, depending on experience. This is a fantastic opportunity for a motivated and skilled professional to take their career to the next level.
Key Responsibilities- Conduct comprehensive financial analysis and provide tailored investment recommendations to high-net-worth clients, covering the entire asset allocation process.
- Analyse customer portfolios, taking into account risk tolerance, investment orientation, and expected return.
- Leverage wealth management solutions such as bonds, structured products, and funds to achieve clients' financial goals by matching their risk appetite.
- Consolidate client statements from financial institutions and compile monthly profit and loss statements.
- Frequently travel to Mainland China to meet with clients and build relationships.
- University degree in Finance or related field, with professional qualifications such as CFA an advantage.
- Minimum 3 years of experience in wealth management as an Investment Consultant or private banking experience as Assistant Relationship Manager.
- Strong knowledge of various wealth management products and expertise in customer portfolio management.
- Fluent Mandarin language skills, with proficiency in English.
- Team player with keen attention to detail.
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