Permanent
Hong Kong
Posted 1 month ago

Reference Number: VSA – 1310

  • Private Banking Group
  • Based in Hong Kong

Our client is a leading global wealth and asset manager. The Group has been dedicated to serving and advising sophisticated private and institutional clients from around the world. They are currently looking for a Senior Portfolio Specialist to join the team in Hong Kong.

Reporting to Asia Head of Investment Solutions, you will work closely with relationship managers and other in-house investment experts to strengthen the bank’s unique value proposition to clients, enhance client servicing through active sales support and tailored portfolio solutions, and, most importantly, generate new business and boost commercial momentum. You will serve as the principal portfolio solutions expert for relationship managers in Asia with deep understanding of the bank’s unique value proposition, its diverse investment offerings, and the investment views provided by Asia macro strategist; generate trade or product development ideas in the regular meetings of the investment solutions and services team and monitor the relevant financial market developments.

To qualify, you will have 7-10 years of experience in an asset management, investment advisory, or portfolio specialist role. Solid knowledge of financial markets and investment products with expertise in at least one of the following areas: equities, fixed income, structured notes, and alternative investments. Strong writing and verbal communication skills in English is a must. Cantonese and Mandarin language skills will be an advantage.

 

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Job Features

Job CategoryPrivate Banking / Wealth Management
Job Status1
Sector1
Location1
Reference Number1

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