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Client Portfolio Manager
2 months ago
We are seeking a highly skilled Client Portfolio Manager to join our team at Projob21 Ltd. as part of the Greater China & Regional team with Global Asset Management Group.
Key Responsibilities- Establish and maintain strong relationships with key clients, including high-profile institutional and intermediary clients.
- Cultivate and manage client relationships throughout the entire life cycle, from account management and client onboarding to periodic portfolio reviews and ensuring timely delivery of Service Level Agreements (SLAs).
- Understand clients' investment and risk requirements, facilitate pitching and business development activities, and provide investment communication in close collaboration with Investment Managers, Sales & Marketing, Legal & Compliance professionals.
- Ensure the fulfillment of SLAs and client requests, including RFPs and Legal & Compliance audits.
- Maintain CRM systems and client contact information.
- Participate actively in regional and global projects.
- Well-qualified graduate in finance, economics, or a related discipline.
- 8+ years of experience in client relationship or client portfolio management, preferably from international asset management companies.
- Good understanding of diversified investment strategies.
- Proven track record in managing institutional and intermediary channels.
- International mindset with a steady and successful employment track record.
- Strong proficiency in English, Mandarin, and Cantonese.
As part of the Regional Portfolio Management Support Team, assist cross-asset classes of investment managers in AP with the following accountabilities:
- Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team.
- Facilitate portfolio rebalancing, asset allocation, and investment monitoring.
- Oversight cash management and resolve any reconciliation/operations-related matters by working with operations/external fund administrators.
- Expansion headcount for AP/Greater China region.
- Multi-asset & Discretionary Investment Advisory.
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of 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.
- Profound Institutional Clients and Family Office Exposure.
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.
- Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee.
- Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals.
- Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates, and key economic indicators, etc.
- Conducting top-down and bottom-up research.
- Monitoring portfolio performance and attribution analysis.
