Investor Services - Manager / Senior Manager
TMF Group
Hong Kong, Hong Kong

Scope of duties

  • Oversee risk control of trust investment portfolios - establishing risk profiles, investment policy, risk assessment, portfolio strategy and asset allocation
  • To perform basic financial analysis, develop and manage financial models via Excel spreadsheet
  • Maintain close relationship with selective mega-wealth clients
  • Supervise dealing operation and ensure accuracy in monthly investment reportages
  • Review investment performance of trust investment portfolios.
  • Requirements

  • Bachelor or higher degree in Finance, Risk Management or other investment related discipline
  • Professional qualification (such as CFA, FRM) are useful but not required
  • Solid experience in asset management, capital markets and private banking operation
  • Dealing experience to execute trades in equities, fixed income and derivatives is a must
  • Familiar with trust operation and experience in looking after trust portfolios
  • Good knowledge and experience in investment products - foreign exchanges, cash management, fixed income, unit trusts, global equities, structured products and alternative investments
  • Good understanding of global economy, regional macro outlook, discretionary mandates and various investment strategies
  • Investment policy and benchmark setting, and ability to evaluate portfolio performance independently
  • Skill set

  • Analytical mind, numbers sensitive, risk cautious
  • Strong knowledge and experience in US equities and the use of financial derivatives in FX and equities
  • Good communication skill and proficient in English / Putonghua
  • Good social skill to liaise and build relationship with prospects, clients and bankers
  • Good administrative skill to supervise day-to-day operation
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