AI-Driven ETF & Multi-Asset Portfolio Manager for HNW Clients

Olive Asset Management; Hong Kong; On-site; HKD 627,451 - 941,176; Full time

Job summary

Olive Asset Management in Hong Kong is seeking an experienced Investment Manager to build and manage ETF‑based multi‑asset portfolios for high-net-worth clients. This pivotal role involves designing risk-tiered investment strategies and running discretionary mandates while utilizing AI productivity tools to enhance efficiency.

The ideal candidate brings 5–8 years of investment experience, strong ETF market knowledge, and proficiency in Bloomberg and Excel. Fluent Mandarin and English are required, with Cantonese as a bonus.

Qualifications

• 5–8 years of investment experience in asset management, private banking, or wealth management.
• Experience with ETF‑based or multi‑asset model portfolios.
• Understanding of global ETF markets: product structure and liquidity.

Responsibilities

• Design and manage ETF model portfolios covering global assets.
• Run discretionary portfolio management mandates for HNW clients.
• Conduct due diligence on ETFs and monitor regulatory developments.
• Collaborate with advisors to create tailored ETF solutions.

Skills

Investment strategy

ETF management

Portfolio construction

Client management

AI tools proficiency

Tools

Bloomberg

FactSet

Microsoft Excel

Microsoft PowerPoint

Job description

Olive Asset Management in Hong Kong is seeking an experienced Investment Manager to build and manage ETF‑based multi‑asset portfolios for high-net-worth clients. This pivotal role involves designing risk-tiered investment strategies and running discretionary mandates while utilizing AI productivity tools to enhance efficiency.

The ideal candidate brings 5–8 years of investment experience, strong ETF market knowledge, and proficiency in Bloomberg and Excel. Fluent Mandarin and English are required, with Cantonese as a bonus.