- Other strategies may follow in due course
- Bachelors degree required
- Present and market the Asia ex-Japan strategy
A reputable Global Investment Management who is looking for a potential candidate to join their Hong Kong office. The successful candidate will play a key role in supporting the bank.
- Lead manage Asia ex-Japan portfolio, possibly also to manage Fixed Income portfolios, with a team of professionals
- Manage discretionary private and institutional clients’ global Fixed Income investment portfolios
- Responsible for a collection of Fixed Income class mandates which most mandates are managed based on model portfolios with tactical asset allocation determined by the Investment Committee Asia
- Direct responsibility for the Asia ex-Japan strategy, inclusive of Australia/New Zealand/Indian subcontinent. Other strategies may follow in due course
- Analyze, research, recommend equities across the region as primary coverage, and globally as secondary coverage
- Prepare written & verbal rationale and justification for trades
- Present and market the Asia ex-Japan strategy
- Continuously monitor and evaluate portfolio performance, making timely adjustments and recommendations as required to optimize returns and align with clients' objectives, and internal risk management practices
- Understanding key drivers of portfolio return with deep knowledge of macro, market, industry and stock specific dynamics is required
- Participate as a voting member of the Investment Committee Asia
- Contribute to the development and adjustment of “house” investment strategy, including with respect to a specific asset class (equities/fixed income/currencies/commodities) for clients in mainly in Asia, but also Europe
- Meet with clients and prospects to pitch funds/mandates, conduct portfolio reviews, provide investment strategy, direction, product updates
- Assist to prepare in-house communication in relation to relevant mandates/funds/products
- Collaborate with Relationship Managers (RMs), other PMs, investment specialists, compliance officers, and other internal teams to leverage collective expertise and deliver comprehensive investment solutions.
- Promote the bank culture and values during interaction with clients and staff.
Essential Skills/ Experience • Bachelors degree required. (Masters in business, finance preferred.) and CFA Charterholder preferred
- Minimum 10 years of direct investment related experience. Prefer regional specialist, and non-HK/China Fixed Income experience
- With private banking experience is definitely advantage. Highly prefer with asset management experience as well as wealth management organization experience
- Fluency in English required. Mandarin, Taiwanese, Cantonese language skills a plus, as are Japanese, Thai, Bahasa, German, French
- Self-starter, with ability to self-motivate and take on new tasks with initiative.