Client Portfolio Strategist | Equity & Fixed Income

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

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