Portfolio Manager Assistant
3 weeks ago
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.
- 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.
-
Fixed Income Portfolio Assistant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Omni Group Asia Ltd. Full timeJob Title: Assistant Portfolio Manager, Fixed IncomeOmni Group Asia Ltd. is seeking a highly skilled and experienced Assistant Portfolio Manager to join our Fixed Income team. As an Assistant Portfolio Manager, you will play a key role in supporting the Fixed Income Portfolio Manager in the management of our fixed income funds.Responsibilities:Assist in the...
-
Assistant Portfolio Manager, Fixed Income
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeAbout the RoleWe are seeking a highly skilled and experienced Assistant Portfolio Manager to join our Fixed Income team at AIA International Limited. As a key member of our team, you will be responsible for assisting portfolio managers in managing fixed income investments, with a focus on money market funds.Key Responsibilities:Assist portfolio managers in...
-
Fixed Income Portfolio Assistant
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Omni Group Asia Ltd. Full timeJob Title: Assistant Portfolio Manager, Fixed IncomeOmni Group Asia Ltd. is seeking a highly skilled Assistant Portfolio Manager to join our Fixed Income team. As a key member of our team, you will be responsible for co-managing or assisting the Fixed Income Portfolio Manager on newly launching fixed income funds.Key Responsibilities:Formulate investment...
-
Portfolio Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time**Job Summary**ConnectedGroup Limited is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for working closely with our investment and sales teams to meet with clients, investors, and research analysts.**Key Responsibilities**Develop and articulate the investment method, portfolio positioning,...
-
Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China China Re Asset Management (Hong Kong) Company Limited Full timeJob SummaryWe are a fast-growing investment asset manager with a solid PRC insurance background. At this time, we are seeking a talented candidate to join our Portfolio Management Department.Key ResponsibilitiesAssist the head of Portfolio Management Department with daily portfolio management.Coordinate the company's client management and service work,...
-
Portfolio Support Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China hang lung properties Full timeJob Title: Portfolio Support ManagerHang Lung Properties is seeking a highly skilled Portfolio Support Manager to join our team. As a key member of our operations team, you will be responsible for providing support to our Mainland portfolio in all aspects of property management.Key Responsibilities:Provide support to our Mainland portfolio in all aspects of...
-
Client Portfolio Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full timeAbout the RoleWe 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 ResponsibilitiesEstablish and maintain strong relationships with key clients, including high-profile institutional and intermediary clients.Cultivate and manage client...
-
Portfolio Support Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China hang lung properties Full timePortfolio Support Manager At Hang Lung Properties, we are seeking a highly skilled Portfolio Support Manager to join our team. As a key member of our organization, you will play a crucial role in supporting our Mainland portfolio in all aspects of property management. Main Responsibilities Provide comprehensive support to our Mainland portfolio to enhance...
-
Portfolio Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ICBC International Holdings Limited Full timeJob Title: Portfolio ManagerICBC International Holdings Limited is seeking a highly skilled Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing our equity portfolio and formulating investment strategies to identify opportunities for growth.Responsibilities:Portfolio Management: Be responsible for...
-
Portfolio Support Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China hang lung properties Full timeJob SummaryWe are seeking a highly skilled Portfolio Support Manager to join our team at Hang Lung Properties. As a key member of our team, you will be responsible for providing exceptional support to our Mainland portfolio, enhancing service quality and operation efficiency.Key ResponsibilitiesProvide comprehensive support to our Mainland portfolio,...
-
Portfolio Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China IGNITE RECRUITMENT HONG KONG LIMITED Full timeJob Title: Portfolio ManagerAbout the Role:We are seeking a highly skilled Portfolio Manager to join our team at IGNITE RECRUITMENT HONG KONG LIMITED. As a Portfolio Manager, you will be responsible for monitoring data and reports of portfolio companies' investments and conducting financial analysis.Key Responsibilities:Monitor data and reports of portfolio...
-
Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China ICBC International Holdings Limited Full timeJob Title: Portfolio ManagerICBC International Holdings Limited is seeking a highly skilled Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing our equity portfolio and developing investment strategies to identify opportunities for growth.Responsibilities:Portfolio Management: Oversee the...
-
Investment Portfolio Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full timeInvestment Consultant RoleGentleman Capital Limited is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will play a crucial role in providing comprehensive investment services to our clients, covering the entire asset allocation process.Key Responsibilities:Investment Proposal Preparation: Prepare tailor-made...
-
Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeJob Title: Fund ManagerCompany: Be Myjob Company LimitedJob Summary:We are seeking a highly skilled Fund Manager to join our team. The successful candidate will be responsible for managing multiple Greater China Funds effectively, developing and implementing investment strategies, and conducting sector and individual stock research.Responsibilities:Portfolio...
-
Portfolio Manager Associate
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Capital Access Limited Full timeJob Title: Associate, Portfolio Management, Private EquityCapital Access Limited is seeking a highly skilled and experienced Associate to join our Portfolio Management team in Private Equity. As a key member of our team, you will be responsible for supporting the setup of new funds, managing financial operations, and ensuring compliance with regulatory...
-
Fixed Income Portfolio Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full timeJob Title: Fixed Income PM/ RO 9Elysian Executive Solution is seeking a highly skilled Fixed Income Portfolio Manager to join our team.Job SummaryWe are looking for a seasoned Fixed Income Portfolio Manager to lead our asset management team. The successful candidate will be responsible for managing USD/RMB fixed income products, monitoring portfolio...
-
Senior Portfolio Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our IT department, you will be responsible for leading the development and implementation of our portfolio management systems.Key ResponsibilitiesAnalyzing User Requirements: Work closely with stakeholders to...
-
Renewal Portfolio Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob Title: Renewals / Business Development Executive / Assistant Manager (Corporate Insurance)We are seeking a highly motivated and experienced professional to join our team at Harbridge Partners Limited as a Renewals / Business Development Executive / Assistant Manager (Corporate Insurance).About the Role:This is an exciting opportunity to manage a...
-
Fixed Income Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full timeJob Title: Fixed Income PM/ RO 9Elysian Executive Solution is seeking a highly skilled Fixed Income Portfolio Manager to join our team.Key Responsibilities:Manage a portfolio of USD/RMB fixed income products, focusing on high yield and investment grade bonds.Closely monitor portfolio performance to ensure investment objectives are met.Collaborate with...
-
Fixed Income Portfolio Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Haitong International Securities Group Limited Full timeJob SummaryWe are seeking a highly skilled Fixed Income Assistant Portfolio Manager/Portfolio Manager to join our team at Haitong International Securities Group Limited.Key ResponsibilitiesInvestment Strategy and Asset Allocation: Perform Asian credit & money market investment and execute investment strategy & asset allocation.Investment Research and...