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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