Asia Wealth Management - Advisory Portfolio Management, Vice President, Hong Kong
Core
Collaborate with Investment Representatives to manage advisory portfolios for ultra-high net worth clients, delivering market insights and advisory services across asset classes.
Role type
Senior IC portfolio management consultant (wealth management)
Builds
Advisory portfolios, fund sourcing, and transaction execution for ultra-high net worth clients
Domain
Wealth management / Institutional securities
Deliverable
client delivery
Required skills
Portfolio management, fund sourcing, transaction execution, client advisory, regulatory compliance, business development, product onboarding, trade settlement, risk assessment
Preferred skills
AI tooling proficiency, Cantonese language skills
Technologies
Desktop applications, AI tools
Responsibilities
Provide individualized advisory services and monitor account progress across asset classes; Respond to client enquiries and deliver proactive portfolio updates; Maintain a network of investment managers and present new fund opportunities; Execute client orders and oversee trade booking and settlement; Contribute to business development initiatives and franchise events.
