Portfolio Manager

Tasks

• Design and management of client portfolios in accordance with their defined objectives and risk profiles (including both strategies and portfolio upgrades).
• Interact directly with clients in business Mandarin and English, providing investment insights and portfolio updates.
• Collaborate with Relationship Managers (RMs) to generate and convert IPO opportunities in Greater China.
• Preparing investment proposals, portfolio reviews, and client presentations.
• Ensuring that the portfolios comply with client guidelines, regulations, and internal policies.

Key Performance Indicators

• Achieving the CIOD-Net New Flow goals and growth in Asia.
• Portfolio performance and customer satisfaction, particularly in Greater China.
• Compliance with risk and operational standards.

Requirements

• 5–15 years of experience in portfolio management, DFM mandates, or multi-asset investments.
• An excellent track record in multi-asset portfolio management and client advisory services.
• Native-level or very good business Mandarin and strong English communication skills.
• Strong analytical, decision-making, and problem-solving skills.
• Proficiency in PowerPoint, Excel, and Word.
• Completion of regulatory exams such as CACS Papers 1 and 2, and CMFAS Modules 3 and 4.
• CFA certification is a plus.
• Knowledge of Bloomberg is a plus.
• Regulatory: MAS RNF-registered representatives authorized to conduct regulated activities in fund management.
• Strong customer-oriented and/or 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 promote, implement, and manage sales in a dynamic environment.
• A strong sense of personal responsibility—the ability to complete assigned tasks with minimal or no supervision.
• Flexible and adaptable.
• Self-motivated and a team player.
• Demonstrating appropriate values and behaviors, including, but not limited to, standards of business conduct (e.g., adherence to business rules and practices through transparency and honesty, diligence and conscientiousness, fair treatment, management of conflicts of interest, fair disclosure of relevant information, fair compensation and continuous development, appropriate risk management, and compliance with applicable rules and regulations).