Financial Portfolio Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

At Gentleman Capital Limited, we are seeking an experienced Financial Portfolio Manager to join our team.

About the Role

We 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.
Requirements
  • 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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