Wealth Management (Portfolio Management), Executive Officer - Virtual Bank
Core
Lead the development and management of investment strategies, model portfolios, and discretionary investment solutions for a digital bank's wealth platform.
Role type
Senior IC portfolio manager (wealth management)
Builds
Investment strategies, model portfolios, and discretionary solutions for wealth clients
Domain
Wealth management / Digital banking
Required skills
Portfolio construction, asset allocation, investment risk management, performance attribution, global market research, regulatory compliance, investment analytics, stakeholder management
Preferred skills
Team mentoring, Asian language fluency, experience in digital/private banking
Technologies
Bloomberg, FactSet, Morningstar Direct
Responsibilities
Lead development of investment strategies and model portfolios; Drive asset allocation and portfolio monitoring; Conduct research on global markets and investment opportunities; Oversee portfolio implementation and risk frameworks; Establish investment governance and operational controls; Partner with Product, Risk, Compliance, and Technology teams; Prepare investment committee materials and market commentary.
Seniority
Senior, hands-on IC