Portfolio Manager Assistant

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Executive Access Full time
Assistant Relationship Manager

At Executive Access, we are seeking a highly skilled Assistant Relationship Manager to support our Portfolio Manager in delivering exceptional service to our high-net-worth private banking clients.

Key Responsibilities:
  • Collaborate with the Portfolio Manager to ensure seamless client account management, including onboarding, portfolio preparation, and analysis.
  • Compile and analyze client financial information to provide detailed portfolio reports and recommendations.
  • Assist with trade execution and portfolio rebalancing activities to optimize client portfolios.
  • Liaise with internal teams to ensure timely and professional service delivery to clients.
  • Maintain accurate documentation of client interactions and follow-up items.
  • Identify opportunities to enhance the client experience and deepen relationships through proactive communication and relationship-building.
  • Respond to client inquiries and requests in a timely and professional manner.
Qualifications and Experience:
  • 5-7 years of experience in private banking, wealth management, or asset management.
  • Strong background in portfolio construction, asset allocation, and investment analysis.
  • Excellent communication and client service skills.
  • Ability to work collaboratively with cross-functional teams.
  • University degree in finance, economics, or business administration.
  • Relevant professional certifications, such as CFA or CAIA, are preferred.
  • Fluency in English and Cantonese/Mandarin is required.


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