- Promising Int’l Wealth Mgmt Career Opportunity
- Portfolio Mgmt & Mandate Investment Advisory
- Profound Institutional Clients and Family Office Exposure
Our Client
Representing the most admired wealth management and private banking group to search for well qualified Mandate Advisor to be part of the Regional Portfolio Management Team!
Job Duties
- Contribute to the growth, penetration and marketing of mandates & discretionary portfolios
- Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers
- As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC
- Active participation to formulate portfolio recommendation & communication to promote mandates solutions to bankers, Investment counselors and investors
Requirements
- CFA / Well-qualified graduate/Degree holder with 12years+/- cross-asset classes of investment advisory and portfolio management experience
- Solid experience is a definite advantage
- Highly seasoned investment presentation skills
- Good understanding of asset allocation/investment management
- Proficient in Excel and VBA
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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