Senior Investment Portfolio Manager
4 weeks ago
We are seeking a skilled Senior Investment Portfolio Manager to join our team at Projob21 Ltd.
About the Role:This is an exciting opportunity to work with a leading global asset management group, expanding headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team.
- Assume key clients contact with high profile institutional & intermediaries clients, cultivating strong client relationships through full life cycle management, including account management, client on-boarding, periodic portfolio review, and timely deliverable of SLA.
- Understand clients' investment/risk requirements, facilitating pitching/business development activities and investment communication by working closely with Investment Managers, Sales & marketing, Legal & Compliance professionals.
- Accountable for ensuring the fulfilment of SLA and client requests, inclusive of RFP and Legal & Compliance audit, etc.
- Maintenance of CRM system and client contact information.
- Active participation in regional and global projects.
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.
- Accountable for managing model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee.
- Assume Asia ex-Japan portfolio lead to manage and oversee equity asset class portfolios with a team of professionals.
- Well-qualified graduate in finance, economics, or related discipline.
- 8+ years of experience in client relationship or client portfolio management from international asset management companies.
- Good understanding of diversified investment strategies.
- Proven track record in managing institutional and intermediaries channels.
- International mindset with steady and successful employment track record.
- Strong proficiency in English, Mandarin, and Cantonese.
- Evaluate portfolio risk and identify customized investment solutions with comprehensive support from product specialists/investment teams.
- Regularly monitor client portfolios for performance, risk, and opportunities.
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers.
- Assist investment managers in tracking latest market developments and thematic issues related to central bank policies, rates, and key economic indicators, etc.
- Conduct top-down and bottom-up research.
- Monitor portfolio performance and attribution analysis.
The estimated annual salary for this role is $200,000-$300,000, depending on experience.
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