Senior Portfolio Strategist

2 weeks ago


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

We are seeking a highly skilled and experienced investment professional to join our expanding team in the Asia Pacific region. As a Multi-Asset Investment Advisor, you will be responsible for providing customized investment solutions to our clients.

About Projob21 Ltd.

Projob21 Ltd. is a leading private bank with a global presence, offering a range of investment products and services to high net worth individuals and institutional clients. Our team of experts provides tailored advice and guidance to help our clients achieve their financial goals.

Key Responsibilities
  • Evaluate portfolio risk and identify opportunities for growth through comprehensive analysis and market research.
  • Develop and implement customized investment strategies to meet client objectives.
  • Provide expert advice on asset allocation, product selection, and portfolio management.
  • Maintain strong relationships with clients and internal stakeholders to ensure seamless communication and collaboration.
Requirements
  • Well-qualified graduate in Mathematics or Quantitative Finance/ Degree holder with 12 years +/- relevant experience in investment advisory/portfolio management.
  • Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred.
  • Profound understanding of complex products and ability to communicate effectively with clients and internal stakeholders.
  • Excellent quantitative finance skills with experience in private wealth management business is highly desirable.
  • Trilingual candidate proficient in English, Mandarin, and Cantonese.


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