Portfolio Manager

Tasks

Responsible for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment goals, providing expert advice on investment matters, and ensuring compliance with regulations and company policies. Key Responsibilities Include:

• Design and management of multi-asset portfolios in accordance with the defined objectives and risk profiles.
• Development of strategic and tactical asset allocation for customized portfolios.
• Direct engagement with clients in Business Mandarin and English, providing investment insights and portfolio updates.
• Collaborate with relationship managers 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

Key Performance Indicators Include:

• Achieving CIOO-Net's new revenue targets and growth in Asia.
• Portfolio performance and customer satisfaction, particularly in Greater China.
• Compliance with risk and operational standards.

KEY FEATURES OF THE POSITION:

• Strong customer focus and interpersonal skills—the ability to build strong working relationships and interact effectively with internal and external customers or prospects.
• Stay up to date on general market trends.
• Ability to articulate complex market insights and portfolio positioning in fluent business Mandarin and English.

Regulatory responsibilities and risk management

• Demonstrating appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, and appropriate risk management.

We offer

• Opportunity to work in a dynamic environment.
• Ability to set priorities, handle multiple tasks, and manage stress.
• Possesses a strong sense of ownership—the ability to complete assigned tasks with minimal supervision.
• Flexibility and adaptability.
• Independence and the ability to work collaboratively.

Professional and technical requirements

• 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.