Investment Portfolio Manager

4 days ago


Hong Kong Island, Hong Kong SAR China DBS Bank Full time

We are looking for an experienced Investment Portfolio Manager to join our team at DBS Bank. As a key member of our sales team, you will play a critical role in driving sales performance and achieving overall sales and service targets assigned.

Your primary responsibility will be to develop and implement sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.

You will also conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers.

In this role, you will be responsible for providing professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff.

In addition, you will perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.

Requirements:

  • Minimum 5 years' working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products.
  • With solid experience in managing & coaching sales staff to achieve team performance.
  • University graduate, Business / Marketing.
  • Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent.
  • CFP and CFA designation would be an advantage.


  • Hong Kong Island, Hong Kong SAR China Arrowpoint Investment Partners Full time

    As a key member of the Arrowpoint Investment Partners team, you will play a crucial role in supporting the investment decisions of our portfolio managers.The ideal candidate will have a strong interest in capturing news and able to collect information/data under time pressures.We are seeking an experienced Equity Research Specialist who can thrive in a...


  • Hong Kong Island, Hong Kong SAR China Arrowpoint Investment Partners Full time

    At Arrowpoint Investment Partners, we are seeking a highly skilled Investment Team Member to join our team in Hong Kong.As a key member of our investment team, you will be responsible for providing guidance to a portfolio manager on how to best structure the hedge fund's investment portfolio.You will also be responsible for conducting research into...


  • Hong Kong Island, Hong Kong SAR China Green Lane Talent Management Full time

    Investment Portfolio AnalystWe are looking for a highly skilled Investment Portfolio Analyst to join our team at Green Lane Talent Management.The successful candidate will work directly with the portfolio manager, other quant researchers, and developers in a highly collaborative environment gaining exposure to all aspects of the investment process. You will...


  • Hong Kong, Central and Western District, Hong Kong SAR China KOS International Limited Full time

    About the RoleThis is an exciting opportunity for a seasoned Investment Portfolio Specialist to join our team and play a critical role in managing risks associated with our investment portfolio.ResponsibilitiesEvaluate and manage risks associated with the company's investment portfolio, including market, credit, liquidity, operational, and geopolitical...


  • Hong Kong, Central and Western District, Hong Kong SAR China Taikang Asset Management (Hong Kong) Co. Ltd. Full time

    Job Overview\Taikang Asset Management (Hong Kong) Co. Ltd. seeks an experienced Investment Portfolio Manager to join our Global Investment Team.\About the Role\We are looking for a skilled Financial Markets Researcher to assist portfolio managers in covering a broad spectrum of securities, with an initial emphasis on the Financials sector.\Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job DescriptionThe Bank Of China (Hong Kong) Limited seeks a seasoned investment professional to fill the role of Strategic Investment Portfolio Manager.Key Responsibilities:Conduct thorough due diligence on Private Equity (PE) managers, strategies, and performance across global markets. Evaluate investment opportunities, risks, and potential returns to...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    At HSBC Private Bank, we pride ourselves on delivering exceptional wealth management solutions to our discerning clients. As Investment Counselling Team Head, you will be responsible for leading a high-performing team of investment counsellors who provide bespoke advice to ultra-high and high net worth individuals.The ideal candidate will have a proven track...


  • Hong Kong Island, Hong Kong SAR China Mercer Full time

    We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in an office environment that fosters collaboration and innovation.This hybrid position requires working at least three days a week in the office, where you will contribute to client projects through effective management of tasks and lead smaller client...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cornerstone Global Partners Full time

    Cornerstone Global Partners is seeking a highly skilled Equity Analyst to join our team. As an Investment Portfolio Strategist, you will be responsible for conducting in-depth analysis of investment opportunities in the Japanese equity market.We are looking for a talented professional with a strong analytical background and excellent communication skills to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Infini Capital Full time

    Infini Capital Management is a leading Multi-Strategy Hedge Fund with operations in Hong Kong and Abu Dhabi. We combine the best investment talent with strict risk management tailored for the Asian investment environment's unique characteristics.We aim to deliver consistency by capitalizing on considerable opportunities in global markets. Our investment team...


  • Hong Kong Island, Hong Kong SAR China Shenwan Hongyuan (H.K.) Limited Full time

    Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Shenwan Hongyuan (H.K.) Limited. The successful candidate will be responsible for developing and implementing investment strategies for equity and fixed income to optimize portfolio performance.Key Responsibilities:Develop and implement effective investment strategies...

  • Portfolio Manager

    7 days ago


    Hong Kong Island, Hong Kong SAR China Starr Insurance Full time

    Job SummaryThis position is responsible for exploring and seizing investment opportunities in Asia. The ideal candidate will have rich knowledge and experience in private fund investment in Asia, with a strong background in private equity or investment banking.The selected individual will be tasked with supporting and executing private equity transactions,...

  • Client Portfolio

    24 hours ago


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

    Our ClientExpansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team with Global Asset Management Group, hiring over 250 investment professionals across the world.Job DutiesAssume key clients contact with high profile institutional & intermediaries clients.Cultivate strong client relationship by...


  • Hong Kong Island, Hong Kong SAR China Natixis Corporate & Investment Banking Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Natixis Corporate & Investment Banking.Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking, and capital markets services to corporations, financial institutions,...


  • Hong Kong Island, Hong Kong SAR China Arrowpoint Investment Partners Full time

    Job SummaryThis is a fantastic opportunity for a talented Equity Research Specialist to join our team at Arrowpoint Investment Partners.As a key member of our investment team, you will be responsible for conducting research into investment opportunities, monitoring risk, and making recommendations to our portfolio managers.Key Responsibilities:Quantitative...


  • Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time

    About the RoleWe are seeking a highly skilled and experienced Discretionary Portfolio Management & Product Specialist to join our team at Projob21 Ltd. This individual will play a key role in supporting the growth of our discretionary portfolio management business.


  • Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

    About Be Myjob Company Limited:We are a leading financial institution that specializes in providing expert investment services to clients worldwide. Our team of experienced professionals is dedicated to delivering high-quality solutions and exceptional customer service.We are committed to creating a positive and inclusive work environment that supports the...


  • Hong Kong, Central and Western District, Hong Kong SAR China China Re Asset Management (Hong Kong) Company Limited Full time

    Company OverviewChina Re Asset Management (Hong Kong) Company Limited is a licensed corporation by the Securities and Futures Commission to carry out Type 1, Type 4, and Type 9 regulated activities.We are a fast-growing investment asset manager with a solid PRC insurance background. Our company is committed to providing exceptional investment solutions to...


  • Hong Kong Island, Hong Kong SAR China Green Lake Executive Search Full time

    TMT Analyst - Newly Startup Family Office G00349The Investment Management Specialist will be responsible for managing investment portfolios, conducting market research, and providing investment advice.Contact the job poster directly from Green Lake Executive Search for more information.Key ResponsibilitiesManage investment portfolios across various asset...


  • Hong Kong Island, Hong Kong SAR China Cathay Pacific Airways Limited Full time

    Cathay Pacific Airways Limited is a leading airline that offers exceptional customer experiences. We are seeking an experienced Digital Experience Portfolio Manager to enhance our digital presence through effective portfolio management.About the RoleThis role plays a crucial part in driving strategic alignment and optimizing resource allocation for our...