Investment Portfolio Manager

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time
Expansion Headcount for the AP/Greater China Region:
  • A key objective of this role is to expand and manage discretionary investment portfolios for UHNW & Institutional clients, covering multiple asset classes.
Our Client:

The Global Private Bank with total AUM of USD 310 billion has appointed us to search for multiple Cross Asset Classes of Investment Advisors to join their expanding GC team.

Job Duties:
  • Evaluate portfolio risk and identify customized investment solutions, supported by product specialists/investment teams.
  • Regularly monitor client portfolios for performance, risk, and opportunities, ensuring alignment with investment objectives.
  • Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory, collaborating with seasoned private bankers.
  • Accountable for optimizing client's investment returns, in accordance with risk/investment objectives.
  • Active participation in regional digitalization projects, driving innovation and efficiency.
  • Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients, leveraging expertise in portfolio management.
  • Assume responsibility for managing model portfolios, including tactical asset allocation determined by the Regional/Global Investment Committee.
  • Lead the Asia ex-Japan portfolio (covering AUS/NZ/India) team, overseeing equity asset class portfolios and providing strategic guidance.
  • Offer a full spectrum of IR support, from calendar management to organizing investor meetings, conferences, and roadshows across multiple time zones.
  • Assist investment managers in tracking market developments and thematic issues related to central bank policies, rates, and key economic indicators.
  • Conduct top-down and bottom-up research, staying up-to-date on market trends and analysis.
  • Monitor portfolio performance and attribution analysis, identifying areas for improvement.
  • Maintain accurate databases and information management systems for LPs, investments, and attributes of various funds.
  • Ensure consistency in workflow and quality control of internal, tax, and regulatory reporting.
  • Support clients with portfolio and SPV accounting, payment services, audit, and tax support, as well as capital distribution.
Requirements:
  • Well qualified graduate in Mathematics or Quantitative Finance, or a degree holder with 12 years +/- relevant experience in investment counseling, advisory, and portfolio management.
  • Holding a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred.
  • Profound understanding of complex products to effectively communicate customized solutions with bankers, UHNW, and Institutional clients.
  • Excellent quantitative finance skills, with experience in private wealth management business, is highly desirable.
  • Trilingual candidate proficient in English, Mandarin, and Cantonese.
  • Profound Institutional Clients and Family Office Exposure.


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