Senior Portfolio Manager

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time
About the Role

CMB International Capital Corporation Limited is seeking an experienced Senior Portfolio Manager to join our Wealth Management team. In this role, you will be responsible for managing high net worth clients and developing customized investment strategies to meet their needs.

Key Responsibilities
  • Conduct thorough financial analysis of clients to understand their risk profile, asset allocation, investment horizon, and liquidity needs.
  • Develop and implement tailored investment plans to optimize clients' portfolios and achieve their financial goals.
  • Provide regular portfolio updates and recommendations to clients based on market developments and changes in their financial situation.
  • Collaborate with cross-functional teams to identify new business opportunities and develop strategies to acquire high net worth clients.
Requirements
  • 7-10 years of experience in wealth management or a related field.
  • Strong product knowledge, including funds, equities, margin financing, insurance, and structured products.
  • Bachelor's degree or higher in a business-related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer

We offer a competitive salary package, with estimated annual compensation ranging from $120,000 to $200,000 depending on experience. Our company values innovation, collaboration, and client satisfaction, and we strive to provide a dynamic and supportive work environment for our employees.



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