Portfolio Manager
Core
Construct and manage discretionary portfolios for clients in Greater China, partnering with Relationship Managers to originate and convert investment opportunities.
Role type
Senior IC Portfolio Manager (Discretionary)
Builds
Discretionary Portfolio Management (DPM) mandates and scalable investment platforms
Domain
Wealth Management / Asset Management / Greater China
Required skills
Multi-asset portfolio management, Fund selection and distribution, Client advisory, Investment proposal preparation, Regulatory compliance, Risk management
Preferred skills
CFA qualification, Bloomberg terminal proficiency
Technologies
PowerPoint, Excel, Word, Bloomberg
Responsibilities
Construct and manage client portfolios aligned with objectives and risk profiles, Engage directly with clients to provide investment insights and updates, Partner with RMs to originate and convert DPM opportunities, Prepare investment proposals and client presentations, Ensure portfolio compliance with mandate guidelines and regulations
Seniority
Senior, hands-on IC