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Discretionary Portfolio Management & Product Specialist, Global Private Bank

Hong Kong, Hong Kong
Last update 2024-07-21
Expires 2024-07-20
ID #2208685598
Discretionary Portfolio Management & Product Specialist, Global Private Bank
Hong Kong, Hong Kong,
Modified June 27, 2024


Discretionary Portfolio Management & Product Specialist, Global Private Bank PRBK0713 BC071 RL APPLY NOW Save Share Discretionary Portfolio Management & Product Specialist, Global Private Bank Promising Private Bank & Buy-Side Career Diversified Financial Markets & Portfolio Mgmt Dynamic UHNW & Family Office Clients Exposure Our Client Our European Private banking client is looking for a well qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management business. Job Duties Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance to the investment risk appetite Coordinate the promotion of DPM products/services across the Asia region by collaborating with Portfolio Specialists and Portfolio Advisory teams Act as a client portfolio manager during pitches and periodic reviews Contribute to product development and prepare proposals and submissions for new business activities Proactively support the ESG strategies by performing related analytics, sustainability branding promotion Conduct attribution analysis, refine reporting systems, and document investment strategies Requirements CFA / CAIA well-qualified graduate/Degree holder with 7 years+/- cross-asset classes of investment advisory and portfolio management experience Highly seasoned investment presentation skills Good understanding of asset allocation/investment management Possesses a strong passion for investment strategies, client communication, and driving business initiatives Trilingual candidate proficient in English, Mandarin and Cantonese APPLY NOW Category : Private Bank Industry : Banking & Finance You may also interested in...... Administration Officer, Global Bank Global Private Bank with 500 employees in AP Office Admin Support & Front Office Exposure 5 Days Week. Good Benefits & Central District Job Duties Report Team Head of Corporate Services Provide team administrative support to the branch office Accountable for office procurement, expenses control, internal & external events coordination DETAILS Front office Business Support and Project Manager (Associate/ Snr), European Private Bank Great chance to participate in project management Stable environment with good work life balance Excellent multi-asset classes products exposures Job Duties Assisting Private Banker(s) to provide high-quality services to high-net-worth clients Assuming the role as the key participant in various regional and local projects including automation, streamlining workflow and business platform development Preparing account openings documentation, trade execution, pricing quotation, and products advisory support in order to resolve any enquiries from the affluent professional investors DETAILS Client Documentation Officer, European Private Bank International & friendly banking environment 5 Days Work Week & Good Hours Great Banking Benefits & Good Learning Opportunities Job Duties Responsible for clients’ account documentation and maintenance according to the regulatory requirements Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding & review processes Participate in any ad hoc regulatory and streamlining projects DETAILS Equity Research Junior Analyst, Global Private Bank World’s Most Admired European Bank 3yrs+/- Asian & Greater China Equity Research Friendly International Culture & Good Hours Job Duties Accountable for conducting equity research and providing stock recommendation Generate timely investment recommendation and thematic notes on countries under coverage Prepare presentation deck and facilitate portfolio review by working in partnership with bankers, investment & product specialist DETAILS

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Discretionary portfolio management & product specialist, global private bank

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