My client is a prestige private bank providing strong discretionary and mandates services to their clients. To support the growth of their discretionary portfolio management, they are now hiring an experienced candidate in mandates and discretionary products.
Job Description:
- Act as a client portfolio manager during pitches and periodic reviews.
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.
- Prepare marketing materials including investment presentations and portfolio strategic updates in accordance with the investment risk appetite.
- Promote DPM and mandates products and services alongside with other RMs or investment counsellor.
Requirement:
- 7+ years of mandate solutions or product specialist experience from fund house or DPM team.
- Excellent presentation skills
- Good command of English and Chinese as this is a regional role
- Able to work independently
