- Promising Private Bank & Buy-Side Career
- Diversified Financial Markets & Portfolio Mgmt
- Dynamic UHNW & Family Office Clients Exposure
Our Client
Our European Private banking client is looking for a well qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management business.
Job Duties
- Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance to the investment risk appetite
- Coordinate the promotion of DPM products/services across the Asia region by collaborating with Portfolio Specialists and Portfolio Advisory teams
- Act as a client portfolio manager during pitches and periodic reviews
- Contribute to product development and prepare proposals and submissions for new business activities
- Proactively support the ESG strategies by performing related analytics, sustainability branding promotion
- Conduct attribution analysis, refine reporting systems, and document investment strategies
Requirements
- CFA / CAIA 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
- Possesses a strong passion for investment strategies, client communication, and driving business initiatives
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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