Senior Portfolio Strategist
2 weeks ago
Seeking a Talented Discretionary Portfolio Management & Product Specialist
- Promising Career in Private Banking and Buy-Side Investments
- Diversified Financial Markets and Portfolio Management Expertise
- Dynamic Exposure to UHNW and Family Office Clients
A European Private banking client is looking for a well-qualified individual to support the growth of their discretionary Portfolio Management business.
Key Job Responsibilities- Create compelling marketing materials and prepare investment presentations aligned with the investment risk appetite.
- Collaborate with Portfolio Specialists and Advisory teams to promote DPM products/services across Asia.
- Act as a client portfolio manager during pitches and periodic reviews.
- Contribute to product development and prepare proposals for new business activities.
- Support ESG strategies by performing analytics and promoting sustainability branding.
- Conduct attribution analysis, refine reporting systems, and document investment strategies.
- CFA/CAIA qualified graduate or degree holder with 7+ years of experience in cross-asset class investment advisory and portfolio management.
- Highly skilled in investment presentation.
- Strong understanding of asset allocation and investment management.
- Passionate about investment strategies, client communication, and driving business initiatives.
- Trilingual proficiency in English, Mandarin, and Cantonese.
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