Senior VP, Multi-Asset Portfolio Strategy

Unicorn Advisor (HK) Limited

Hong Kong

On-site

HKD 600,000 - 1,000,000

Full time

10 days ago

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Job summary

Unicorn Advisor (HK) Limited in Hong Kong seeks an experienced portfolio manager to develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes.

The role involves monitoring portfolio performance, performing attribution analyses, rebalance actions within risk limits, and preparing regular performance reviews, market outlooks and investment presentations for clients.

Qualifications

  • Master's degree in finance and business-related disciplines.
  • 3-5 years hands-on portfolio management experience in asset management, with good knowledge of the Greater China market.
  • Hold valid SFC Type 9 licence and other relevant qualifications.
  • Good language skills, including spoken Mandarin and written Chinese.

Responsibilities

  • Develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes;
  • Monitor portfolio performance, conduct attribution analysis and rebalance positions within risk limits;
  • Prepare regular performance reviews, market outlooks and investment presentations for clients; proactively manage client expectations and nurture existing mandates;
  • Conduct macro, sector and fundamental research; utilise tools including Bloomberg, Wind to support investment decisions and risk monitoring;
  • Ensure full compliance with SFC regulations, investment guidelines and internal risk controls.

Skills

Discretionary multi-asset strategies
Portfolio monitoring and rebalancing
Performance reviews
Client relationship management

Education

Master's degree in finance
Finance-related disciplines

Job description

Unicorn Advisor (HK) Limited in Hong Kong seeks an experienced portfolio manager to develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes.

The role involves monitoring portfolio performance, performing attribution analyses, rebalance actions within risk limits, and preparing regular performance reviews, market outlooks and investment presentations for clients.

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