- Global Private Wealth & Asset Mgmt Grp
- Discretionary Portfolio Product Advisory
- Promising Career, Worklife Balance & Sign-On Bonus
Our Client
Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor.
Job Duties
- Assume the role as Discretionary Portfolio Product Specialist in North Asia region
- Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review
- Collaborate with Discretionary Fund Manager to understand investment & risk strategies
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Participate global/regional initiatives related to ESG and other new mandates initiatives
Requirements
- CFA, Well qualified graduate/Degree holder with 7 years+/- cross asset classes of investment advisory and portfolio management experience
- Highly seasoned investment presentation skills
- Good understanding of asset allocation/investment management
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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