Portfolio Review Specialist

Tasks

• Work collaboratively with Global Asset Class Specialists and Relationship Managers to review and rebalance PSR Advice Premium client portfolios
• Motivate and provide guidance and feedback to other team members to improve overall performance and productivity
• Develop a scalable process to efficiently analyze PSR/Advice Premium client portfolios
• Develop and maintain a database of strong "Buy" and "Sell" recommendations
• Stay up to date on developments in banking research and CIO insights
• Consult regularly with global asset class specialists to implement appropriate portfolio actions at the asset class level
• Hold discussions with relationship managers and global asset class specialists to align client profiles, preferences, etc. (before and after the review)
• Create presentation materials (supplementary information, charts, tables, etc.) for relationship managers to use when discussing matters with their clients

Requirements

• Highly motivated with a well-rounded personality
• Basic knowledge of investment products and experience in applying a global portfolio approach across all asset classes
• Proficiency in Microsoft Office applications (e.g., Word, Excel, PowerPoint) and financial information/data systems (e.g., Bloomberg)
• A background in quantitative analysis is desirable
• Always act in the best interests of the bank and its shareholders
• Strong business acumen, a keen sense of business, and a solid understanding of the global investment industry, markets, and products
• Language skills: English (spoken and written) and a second language (Cantonese or Mandarin) are required
• Certification as a Certified Private Wealth Professional (CPWP) is preferred
• HKMA/SFC-licensed representatives
• Familiarity with regulatory expectations and requirements
• Cross-border rules and regulations

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