Mandate/Portfolio Specialist - European Private Banking

Selby Jennings; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Selby Jennings in Hong Kong seeks a detail-oriented professional to support portfolio implementation, investment operations, and process improvements within a wealth and asset management environment. You will work closely with investment teams, operations, and stakeholders to ensure accurate administration of client portfolios and timely reporting.

This role emphasizes hands-on portfolio maintenance across asset classes, workflow reviews for efficiency, and collaboration on change initiatives.

Qualifications

• 5+ years in investment operations, portfolio implementation, or wealth management.
• Strong understanding of portfolio administration and investment products.
• Advanced Excel with VBA, Python, SQL or similar automation skills.

Responsibilities

• Support discretionary and advisory portfolios across asset classes.
• Review workflows with teams to identify efficiency gains.
• Monitor portfolio activities and resolve operational issues.
• Maintain portfolio structures, guidelines, benchmarks, and records.
• Produce portfolio reports and investment data for stakeholders.
• Assist change initiatives and track project deliverables.

Skills

Analytical skills

Attention to detail

Stakeholder management

Cross-team collaboration

Tools

Excel (Advanced)

VBA

Python

SQL

Job description

Our client is seeking a detail-oriented professional to support portfolio implementation, investment operations, and business process enhancement activities within a wealth and asset management environment. The candidate will work closely with investment teams, operations, and business stakeholders to ensure the smooth execution and administration of client portfolios while contributing to ongoing process improvements.

Responsibilities

• Support the implementation and ongoing maintenance of discretionary and advisory investment portfolios across multiple asset classes.
• Partner with investment, operations, and business teams to review existing workflows and identify opportunities for greater efficiency.
• Monitor portfolio-related activities and investigate discrepancies, ensuring timely resolution of operational issues.
• Maintain portfolio structures, investment guidelines, benchmark information, and related investment records.
• Produce and review portfolio reports, investment data, and management information to support internal stakeholders.
• Support process optimisation initiatives aimed at enhancing portfolio administration and reporting capabilities.
• Assist with business change initiatives by preparing documentation, coordinating stakeholder feedback, and tracking project deliverables.

Requirements

• Minimum 5 years of experience within investment operations, portfolio implementation, fund operations, wealth management, asset management, or private banking.
• Strong understanding of portfolio management concepts, investment products, and portfolio administration processes.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Advanced Excel skills and experience working with data using VBA, Python, SQL or other automation skills.
• Strong stakeholder management and communication skills with the ability to work effectively across teams.
• Proactive, collaborative, and client-focused mindset.