EQUITIES / FIXED INCOME / MULTI ASSETS, CLIENT PORTFOLIO MANAGEMENT – VP or Above

  • Well established  Asset Management House
  • Excellent Exposure

Represent investment team to work closely with sales, product development and marketing teams to develop business. Actively engage with the Investment Management Team to ensure alignment of content to the house view, corporate standards and industry regulations. Demonstrate strong portfolio, investment process and market knowledge, present and meet with investors in various sales channels. Provide in-depth update for internal stakeholders on portfolio strategies, sector insight and market outlook. Prepare routine portfolio analysis, commentaries, marketing contents, client/product presentation/reports, respond to client requests and enquiries. Maintain and articulate the investment process and portfolio strategies.

To be considered, you should be a Degree holder with a minimum of 8 years of relevant experience in promoting investment strategies. Strong investment and market knowledge, skilled at synthesizing information from multiple sources and developing compelling investment stories. Strong presentation, writing and interpersonal skills with the ability to communicate portfolio and investment contents effectively. Exceptional written skills and strong communication in both English and Mandarin.

Interested applicants should send a detailed resume to Kelly Kam by email to This email address is being protected from spambots. You need JavaScript enabled to view it. quoting reference 4793.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)