Ant International-Wealth Management (Portfolio Management), Executive Officer-Ant Bank HK
Core
Lead portfolio management and investment strategy execution for discretionary mandates, overseeing SFC Type 9 licensed activities.
Role type
Executive Officer (Portfolio Management)
Builds
Discretionary investment portfolios and model portfolios
Domain
Wealth Management / Asset Management
Required skills
Portfolio management, Investment strategy, Asset allocation, Risk control, KYC/AML compliance, Financial modeling, Data analysis, Regulatory compliance, Market research, Leadership
Preferred skills
SFC Type 9 license, Executive Officer (EO) or Responsible Officer (RO) experience, Prior portfolio management and discretionary service experience
Technologies
Excel, Bloomberg
Responsibilities
Formulate investment strategies and asset allocation, Conduct in-depth investment research and produce analysis reports, Oversee implementation of model portfolios and ensure compliance, Monitor and analyze portfolio performance, Propose and implement portfolio management initiatives, Conduct regular training for staff on market updates and portfolio management
Seniority
Senior, hands-on IC with managerial responsibilities