Asia Wealth Management - Advisory Portfolio Management, Vice President, Hong Kong
Core
Lead advisory portfolio consultant for ultra-high net worth clients, delivering market insights, managing portfolios across asset classes, and executing transactions.
Role type
Senior IC portfolio management professional (advisory)
Builds
Holistic client relationships and managed solutions for ultra-high net worth individuals
Domain
Wealth management / Institutional Securities
Deliverable
client delivery
Required skills
Portfolio management, fund sourcing, transaction execution, client advisory, regulatory compliance, business development, product onboarding, market analysis
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; Source and present new investment fund opportunities to the investment committee; Execute and oversee trade booking and settlement for equities, fixed income, FX, and derivatives; Contribute to business development initiatives and franchise events.
Seniority
Senior, hands-on IC