Client Portfolio Manager / Investment Specialist - Asset Management

eFinancialCareers; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

An asset management firm is seeking an Equity or Fixed Income Investment Product Specialist to serve as Client Portfolio Manager and Investment Specialist. You will develop deep product knowledge, understand investment processes, and present strategies to clients on behalf of the investment team.

You will collaborate with Business Development and Sales, support client requests and RFPs, help launch new products, and work closely with Sales and Investment teams to generate innovative product

Qualifications

• Minimum 8 years of experience in asset management firms.
• Master's degree; CFA/FRM certifications preferred.
• HKSI LE Paper 4 & 9 or equivalent license to sell investment products.
• Excellent communication and teamwork; able to work under pressure and meet tight deadlines.
• Fluency in English and Mandarin (spoken and written).

Responsibilities

• Acquire in-depth knowledge of product offerings, investment methodologies, and teams involved.
• Communicate and present investment strategies to prospects and clients, highlighting value.
• Collaborate with Business Development/Sales to support client requests, materials, and RFPs; assist in launching new products.
• Foster collaboration between Sales and Investment teams to generate ideas for product development.

Skills

Excellent communication

Teamwork

Bilingual English Mandarin

Education

Master's degree in a relevant field

CFA/FRM certifications (preferred)

Tools

HKSI LE Paper 4 & 9 license

Job description

We are seeking a highly skilled and experienced Equity or Fixed Income Investment Product Specialist to join our asset management firm. As a Client Portfolio Manager (CPM) / Investment Specialist, you will play a crucial role in developing a deep understanding of our existing products, investment processes, and various investment teams. Your expertise will be instrumental in presenting investment strategies to both prospective and existing clients on behalf of our investment team.

Responsibilities:

• Acquire a comprehensive knowledge of our product offerings, investment methodologies, and the diverse teams involved.
• Effectively communicate and present investment strategies to prospects and existing clients, showcasing the value and benefits we can offer.
• Collaborate closely with Business Development / Sales team, providing support in handling investment-related aspects of client requests, marketing materials, and RFPs. Additionally, assist in the successful launch of new products.
• Foster a collaborative environment by working closely with both the Sales and Investment teams to generate innovative ideas for product development.

Requirements:

• Possess a minimum of 8 years of relevant experience in esteemed asset management firms.
• Hold a Master's degree, with preferred qualifications such as CFA/FRM certifications.
• Hold a valid license for selling investment products, such as HKSI LE Paper 4 & 9 or equivalent.
• Exhibit excellent communication skills and a strong spirit of teamwork, enabling you to thrive in a high-pressure environment and meet tight deadlines.
• Demonstrate fluency in both spoken and written English and Mandarin.