Due to our business expansion, we are looking for high calibre candidates to share our vision and venture our success.
This role will be responsible for discretionary portfolio management, product development and management.
Implement investment strategies to manage discretionary portfolios in compliance with established investment guidelines and policies.
Coordinate and liaise with internal and external parties to ensure the smooth operation of portfolio management.
Closely track the funds and conduct portfolio reviews to evaluate portfolio performance.
Lead the due diligence and risk classification process for new product launch and ongoing monitoring.
Implement and improve workflow to ensure full compliance with regulatory and internal requirements.
Coach and develop team members to ensure quality deliverables in a timely manner.
Perform ad-hoc assignments and projects if necessary.
Bachelor’s degree in finance and Risk Management or other related disciplines, with professional qualification such as CFA will be an advantage.
SFC RO (sole) for Type 9 is a must, qualified for Type 1 and 4 will be an advantage.
Minimum of 10 years' experience in financial industry, experience in managing investment products and distributing through multi-channels.
Highly disciplined, strong business sense and customer driven with analytical mind.
Possess a high level of knowledge regulatory requirements in order to protect client’s investments and ensure that they are making proper decisions.
Excellent interpersonal, communication and presentation skills.
Proficiency in computer applications such as Bloomberg, Lipper, MS-Excel, Word, and PowerPoint.
Proficient in written & spoken English and Chinese.
Candidate with less experience will be considered as Manager role.
We offer competitive remuneration including career prospects to the right candidate.