- Discretionary Portfolio & Investment Mgmt Support
- Front office Exposures with Clients Mandate Review
- International and well-established platform
Our Client
Appointed by European Private Banking Group with a total AUM over 400 billion and hiring over 500 employees in the North Asia Regional Branch to search for high potential talent to join the Discretionary Portfolio Investment Team. As part of the Regional Team in Hong Kong, the successful key jobholder will be tasked with the following accountabilities –
Job Duties
- Assisting Portfolio Managers in an all-rounded portfolio support
- Ensuring the timely execution of investment transaction and resolving any trades related issues
- Support high net-worth clients’ portfolio rebalancing, cash and trade monitoring, and ongoing portfolio monitoring
- Assisting Portfolio Manages in marketing materials and mandates preparation
- Proactively perform financial, portfolio, and attribution analysis based on the fund and portfolio strategies
- Adhere to all compliance procedures and processes
Requirements
- CFA candidate. Well qualified graduate in Finance or related disciplined
- At least 5 years +/-progressive/relevant investment management research and trade execution experience
- Familiar with global and greater china capital markets
- Prior asset management or private banking experience is highly desirable
- Adaptive to working in a highly international environment
- Good Proficient in Excel and PowerPoint, Bloomberg, and other portfolio monitoring and reporting system(s)
- Good Proficient in speaking both English and Mandarin
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements