Investor Services - Manager / Senior Manager

Overview of duties

• Oversee risk control of trust investment portfolios - establishing risk profiles, investment policy, risk assessment, portfolio strategy and asset allocation
• To perform basic financial analysis, develop and manage financial models via Excel spreadsheet
• Maintain close relationship with selective mega-wealth clients
• Supervise dealing operation and ensure accuracy in monthly investment reportages
• Review investment performance of trust investment portfolios.

Execution and Trade Support

• Able to receive and execute orders and instructions directly from the clients
• Able to quote indicative prices for certain product types
• An expert in the order taking process

Investment Support

• Appropriate understanding of client portfolio, background and investment and needs
• Appropriate understanding of investment products and services offered by private banks/wealth management
• Have sufficient level of awareness of procedures and controls

Requirements

• Bachelor or higher degree in Finance, Risk Management or other investment related discipline
• Professional qualification (such as CFA, FRM) are useful but not required
• Dealing experience to execute trades in equities, fixed income and derivatives is a must
• Good understanding of global economy, regional macro outlook, discretionary mandates and various investment strategies
• Investment policy and benchmark setting, and ability to evaluate portfolio performance independently
• Strong knowledge and experience in US equities and the use of financial derivatives in FX and equities

Applications close: 31 Aug 2022 China Standard Time

For further information, and to apply, please visit our website via the “Apply” button below.