Asset allocation and Investment management
- Provide asset allocation, trade execution and portfolio construction and investment advisory services to clients
- Oversee investment performance and strategy of a dynamic multi-asset investment portfolio
- Conduct research and due diligence to contribute investment ideas.
- Monitor financial markets, economic indicators, and geopolitical events impacting investment strategies.
- Collaborate closely with private banking partners and keep abreast of the latest private banking products
- Develop and implement wealth management strategies to enhance existing client relationships and attract new clients
- Write house views and share investment updates regularly with the RM team.
Product governance and risk management
- Establish and implement a robust product governance framework that aligns with the Securities and Futures Ordinance (SFO) and other relevant regulations.
- Implement effective risk management strategies to safeguard client investments and mitigate potential risks
- Stay informed about industry regulations and compliance standards.
Requirements
- Master's/Bachelor's degree in finance, investment, economics, investment management, or a related field.
- Good understanding of the EAM business model and wealth management for HNWI/UHNWI
- CFA background is preferred
- Proven experience as a fund manager, investment consultant, preferably with a strong track record of managing multi-asset investment portfolios.
- Profound knowledge of private wealth management products, investment instruments and the corresponding governance frameworks
- Strong analytical skills and ability to conduct comprehensive market research and analysis.
- Excellent written and verbal communication skills, with the ability to effectively communicate complex investment concepts to stakeholders.
- Prior experience in new fund setups is an added advantage.