Job description

Leading Regional Private Bank
Great Working Culture
Great Remuneration Package

company overview.
This leading Regional Private Bank is looking for seasoned investment talent to join their Discretionary Portfolio Management team due to business expansion. You will be joining a team of 5 under CIO office. Great working culture and great remuneration package are provided.

job scope.
As the ED, Discretionary Portfolio Management in a Leading Regional Private Bank, your key responsibility will be to:

Opportunity Identification: Discover and assess new business opportunities, recommend investment solutions, and enhance relationships with Relationship Managers (RMs) and clients.
Strategic Communication: Articulate the Chief Investment Officer's (CIO) perspective and share investment strategies from portfolio managers across a range of products.
Client Engagement: Maintain strong communication with RMs and clients through regular meetings, conference calls, and client events.
Support for Portfolio Management: Assist portfolio managers by crafting commentary, publishing timely market insights, and managing portfolio rebalancing efforts.
Marketing and Proposals: Create marketing materials and investment proposals tailored to the dynamic market landscape and the specific needs of clients.
Market Intelligence Gathering: Provide the CIO office with updates on industry trends and product developments by collecting market intelligence and leveraging industry contacts.
Cross-Functional Collaboration: Work closely with functional teams and portfolio managers to efficiently address client requests and inquiries.
Client Presentations: Deliver presentations to Discretionary Portfolio Management (DPM) clients during review sessions and larger forums.

requirements.

Bachelor's degree in business, finance, or a related field. MBA or other relevant certifications are a plus.
Over 10 years of experience in sales and client servicing within asset management, private banking or capital markets.
Proven track record in capital raising, preferably with wealth management or asset management firms, in a fast-paced environment.
Strong presentation, writing, and interpersonal skills to effectively communicate complex portfolio concepts to diverse audiences.
Experience in optimizing the sales process and business models to align with the group's requirements and regulatory framework.
Solid knowledge of financial products, including public equities, fixed income, and multi-asset products.
Fluent in Mandarin and English is required.
Some of the key soft skills for a Client Portfolio Manager are: Confidence, Determination, Self-motivation, Strong time management skills, Ability to work effectively under pressure, Good numerical and IT skills, Analytical and problem-solving skills, Team working and keen interest in and understanding of financial markets. Strong communication skills are an essential.

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.