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Portfolio Specialist - Advisory (Private Banking, Asset and Wealth Management)
- Posted 16 October 2019
- SalaryHKD
- LocationHong Kong
- Job type Permanent
- ReferenceNL/HK/PSA
Job Description
3 SELLING POINTS OF THE JOB
- 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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