Senior Portfolio Manager
5 days ago
We are seeking an experienced Senior Portfolio Manager to join our team at Projob21 Ltd. in a Global Asset Management role. As a key member of our team, you will be responsible for managing and overseeing investment portfolios for high-net-worth individuals and institutional clients.
Job ResponsibilitiesThe successful candidate will have:
- Assume key clients contact with high profile institutional & intermediaries clients;
- Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA;
- Understand clients' investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration 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;
To be considered for this role, candidates must have:
- A well-qualified graduate degree in finance, economics or a related field;
- At least 8 years of experience in client relationship or client portfolio management earned from international asset management companies;
- A good understanding of diversified investment strategies;
- A proven track record in managing institutional and intermediaries channels;
- An international mindset with a steady and successful employment track record;
- Strong proficiency in English, Mandarin and Cantonese;
The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Why Work with Us?As a Senior Portfolio Manager at Projob21 Ltd., you will have the opportunity to work with a talented team of professionals in the financial industry. You will be responsible for managing and overseeing investment portfolios for high-net-worth individuals and institutional clients, and will have the opportunity to develop your skills and expertise in the field of asset management. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
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