Senior Portfolio Manager

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time

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 Responsibilities

The 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;
Requirements

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;
Salary and Benefits

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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