My client is a prestige private bank providing strong discretionary and mandates services to their clients. To support the growth of their discretionary portfolio management, they are now hiring an experienced candidate in mandates and discretionary products.
Job Description:
- Act as a client portfolio manager during pitches and periodic reviews.
- Own the end‑to‑end development and coordination of portfolio‑related presentation materials and bespoke client content.
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.
- Prepare marketing materials including investment presentations and portfolio strategic updates in accordance with the investment risk appetite
- Partner with senior stakeholders to originate and advance new investment products and client mandates from concept to launch.
- Support analytical work across performance, portfolio construction, and attribution to inform internal discussions and client communication.
- Collaborate with multiple teams to contribute to the design and roll out of ESG frameworks, investment approaches, and supporting tools.
Requirement:
- 5+ years of mandate solutions or product specialist or client portfolio specialist experience from fund house or fund/DPM team in private banks
- Excellent presentation skills
- Good command of English and Chinese as this is a regional role
- Able to work independently
