Portfolio Specialist - Advisory (Private Banking, Asset and Wealth Management)

Job Title: Portfolio Specialist - Advisory (Private Banking, Asset and Wealth Management)
Contract Type: Permanent
Location: Hong Kong
Salary: HKD
Reference: NL/HK/PSA
Contact Name: Nick Lambe
Contact Email:
Job Published: October 16, 2019 09:04

Job Description


  • Excellent Team outperforming the Market
  • Multi-Asset exposure
  • Stable platform in growth mode


Our client is a Global Private bank with an exceptionally strong presence in Asia. They are looking for an experienced

Portfolio Specialist to act in an advisory capacity to Investment Professional and internal stakeholders. 

Key Responsibilities

  • Multi-Asset portfolio construction
  • Design and enhancement of Advisory Platform
  • Customized portfolios in conjunction with Investment Professionals
  • Implementation of Banks Asset Allocations models in client portfolios
  • Monitor portfolio performance against benchmark
  • Drive enhancements of the platform with objectives to reduce underlying costs and risk whilst providing outcomes for clients

Key Requirements

  • Minimum 7-10 years investment experience
  • Private Banking Multi-asset portfolio construction and implementation experience essential
  • Strong analytical, quantitative and problem-solving skills
  • Excellent communicator and team player
  • Batchelors Degree in a related field


EA Licence No.: 15S7496

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