Portfolio Manager

Job description

We are seeking a portfolio manager focused on growth in the Greater China region. The portfolio manager is responsible for constructing and managing Discretionary Portfolio Management (DPM) mandates and works closely with relationship managers (RMs) to identify and execute client opportunities.

Tasks

The most important tasks include:

• Design and management of multi-asset portfolios in accordance with established objectives and risk profiles.
• Development of strategic and tactical asset allocation for customized portfolios.
• Direct communication with clients in business Mandarin and English to provide investment insights and portfolio updates.
• Collaborate with RMs to identify and implement DPM opportunities in Greater China.
• Preparation of investment proposals, portfolio reviews, and client presentations in English and Business Mandarin.
• Ensuring that portfolios comply with client guidelines, regulations, and internal policies.

Requirements

The most important requirements include:

• 8–15 years of experience in portfolio management, DPM mandates, or multi-asset investing.
• An outstanding track record in multi-asset portfolio management and client advisory services.
• Native or near-native business Mandarin and strong English communication skills.
• Strong analytical, decision-making, and problem-solving skills.
• Proficiency in PowerPoint, Excel, and Word.
• Completed regulatory exams such as CACS Papers 1 and 2, and CMFAS Modules 3 and 6.
• CFA certification is a plus.
• Familiarity with Bloomberg is a plus.

We offer

We offer a challenging and demanding role in a dynamic environment. The Portfolio Manager will be part of an experienced team and will have the opportunity to develop and grow.