Client Portfolio Manager / Investment Specialist - Asset Management
Core
Develop deep understanding of investment products and processes to present strategies to prospective and existing clients.
Role type
Client Portfolio Manager / Investment Specialist
Builds
Investment strategies and client presentations
Domain
Asset Management / Fixed Income & Equity
Deliverable
client delivery
Required skills
Investment product knowledge, Investment strategy presentation, Client relationship management, RFP handling, Product launch support, Cross-functional collaboration
Preferred skills
CFA/FRM certification, HKSI LE Paper 4 & 9 license
Technologies
None stated
Responsibilities
Present investment strategies to prospects and existing clients, Collaborate with Business Development/Sales on client requests and marketing materials, Assist in launching new products, Work with Investment teams to generate product development ideas
Seniority
Senior, experienced IC