AMGT0125BC110JL
  • Top Ranking Global Private Bank
  • Expansion headcount for AP/Greater China region
  • Multi-asset & Discretionary Investment Advisory

 

Our Client

Appointed by Global Private Bank with total AUM of USD 310 billion to search for multiple Cross Asset Classes of Investment Advisors to be part of the expanding GC team.

Job Duties

  • Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
  • Regularly monitor client portfolios for performance, risk and opportunities
  • Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
  • Accountable for optimizing client’s investment returns in accordance to risk/investment objectives
  • Active participation in regional digitalization projects 

Requirements

  • Well qualified graduate in Mathematics or Quantitative Finance/ Degree holder with 12 years+/- relevant investment counselor & advisory/ portfolio management 
  • Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred
  • Profound understanding of complex products in order to communicate customized solutions effectively with bankers & UHNW & Institutional clients
  • Excellent quantitative finance skills with experience in private wealth management business is highly desirable 
  • Trilingual candidate proficient in English, Mandarin and Cantonese
APPLY NOW
Industry : Banking & Finance
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  • Oversight trade execution, Cash Mgmt & Projects
  • Hybrid Work Mode & Dynamic Investment Expo
Job Duties

As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:

  • Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
  • Facilitate portfolio rebalancing, asset allocation and investment monitoring
  • Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
  • Promising Int’l Buy-Side Career Opportunity
  • AP Equities Portfolio Management & Mandate Advisory
  • Profound Institutional Clients and Family Office Exposure
Job Duties
  • Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
  • Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
  • Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
  • Family Office / Buy Side Opportunities
  • Multi-Asset Portfolio Investment Research
  • Excellent Job Security & Career Development
Job Duties

As a member of the investment team, you will be responsible for

  • Assisting investment managers on tracking of the latest market developments and  thematic issues related to central bank policies, rates and key economic indicators etc.
  • Conducting top-down and bottom up research
  • Monitoring portfolio performance and attribution analysis
  1. Expansion Hiring for Fund Admin & Account Opts
  2. Highly Rewarding Compensation & Bonus
  3. Exposure with Private Equity / Venture Capital Investment
Job Duties
  • Database and information management of LPs, investments, and attributes of various funds
  • Ensure consistency in workflow and quality control of internal, tax and regulatory reporting
  • Assist clients with portfolio and SPV accounting, payment services, audit and tax support, waterfall, capital distribution