Client Portfolio Manager (Associate b/ VP) | 人才服务办公室

职位描述

Company Description

Our client, an international asset manager, is seeking a Client Portfolio Manager (Associate / VP) based in HK regional office. The successful candidate will serve as a vital liaison between fund managers and sales teams, providing support in managing client portfolios and ensuring effective communication and coordination between the two functions. This role requires a strong understanding of investment products, excellent communication skills, and the ability to build and maintain relationships with both internal and external stakeholders.

Responsibilities

• Work with portfolio management teams (largely on equities) to understand investment strategies, portfolio position and factors driving fund performance. Collaborate closely with sales teams to position the strategies, and to ensure alignment between investment strategies and client objectives / risk tolerance / preferences
• Act as the key liaison among various departments, including Marketing, Product Management, Compliance to develop suitable marketing materials and media coverage
• Coordinate with sales teams to gather client feedback, identify new business opportunities and provide insights on client requirements
• Assist in RFP process to ensure accurate and well written responses
• Conduct research and analysis on investment products, and market trends
• Prepare investment proposals, client presentations, and investment commentaries
• Participate in client meetings when needed

Requirements

• Bachelor's degree in finance, economics, or a related field. CFA or progress towards CFA designation is a plus
• At least five years of working experience in investment management is preferred – with knowledge of equity and fixed income markets, and relevant portfolio management principles
• Strong understanding of investment products, asset classes, and portfolio management principles
• Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders
• Analytical mindset with the ability to conduct research, analyze data, and make informed investment recommendations
• Detail-oriented with strong organizational and time management skills
• Ability to work in a fast-paced environment and manage multiple priorities.
• Proficiency in financial analysis tools, portfolio management software, and Microsoft Office

Interested parties please send your updated resume in WORD format with current and expected salaries (quoting Employer Ref:) to banking@aimhigher.com