About the role
Responsibilities
- Manage and implement investment decisions for individual accounts, ensuring alignment with client objectives and guidelines.
- Conduct daily monitoring of fixed income and cash positions across accounts, maintaining optimal portfolio performance.
- Oversee the investment of new accounts, review and apply client guidelines, address client-specific requests, and manage cash flows.
- Collaborate with internal teams, including Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations, to ensure seamless account management.
- Leverage quantitative portfolio management tools, including portfolio optimization techniques, to enhance portfolio performance.
- Participate in and lead project-based initiatives for the Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients.
Requirements
- Educational Background:
- Bachelor’s degree or above in Economics, Mathematics, Finance, or related fields.
- CFA designation strongly preferred.
- Professional Experience:
- Prior experience in industry-related areas preferred.
- Existing SFC Type 9 Responsible Officer (RO) or HKMA Type 9 Executive Officer (EO) license preferred.
- Candidates with a strong track record and eligible to obtain an EO license are highly encouraged to apply.
- At least 3 years of relevant industry experience in discretionary account management under a Type 9 license within the past 6 years.
- Minimum 2 years of management experience within the past 6 years.
- Degree in Accounting, Business Administration, Economics, Finance, or Law.
- Passed HKSI Licensing Examination Papers 1 and 6 within the past 3 years.
- Key Skills and Attributes:
- Strong sense of responsibility, with a willingness to take on challenges.
- Excellent communication and interpersonal skills, with an outgoing and professional demeanor.
- Strong quantitative and analytical skills for developing business plans and proposals.
- Self-motivated, creative, and energetic, with the ability to meet deadlines and achieve results.
- Exceptional command of both written and spoken English and Chinese (Mandarin).
- Proficient in MS Office applications, including Word, Excel, PowerPoint, and Chinese word processing.