• Regional Discretionary Portfolio & Investment Management 
  • Front office Exposures with UHNW Client Mandate Review 
  • International and well-established platform

Our Client

Appointed by European Private Banking Group with total AUM over 400 billion and hiring over 500 employees in the North Asia Regional Branch to search for high potential talent to join the Discretionary Portfolio Investment Team. 

Job Duties

As part of the Regional Team in Hong Kong, the successful key jobholder will be tasked with the following accountabilities – 

  • Assistant Portfolio Managers in delivering an outstanding investment proposition 
  • Conduct investment research and on-going portfolio monitoring
  • Ensure the timely execution of investment transaction 
  • Support high net-worth clients’ portfolio rebalancing, cash and trade monitoring 
  • Adhere to all compliance procedures and processes 


  • CFA candidate. Well qualified graduate in Finance or related disciplined 
  • At least 3 years +/-progressive/relevant investment management research and trade execution experience 
  • Familiar with global and greater china capital markets 
  • Prior asset management or private banking experience is highly desirable 
  • Adaptive to working in a highly international environment 
  • Good Proficient in Excel and PowerPoint 
  • Good Proficient in speaking both English and Mandarin
Category : Private Bank
Industry : Banking & Finance
You may also interested in......
  • Top Ranking Pure Play European Private Bank 
  • Expansion headcount for AP/Greater China region
  • DPM & Alternative Investment Solutions Advisory
Job Duties
  • Assume the DPM/Fund Specialist with full accountability to promote DPM/Funds penetration  
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies by attend periodic portfolio management committee 
  • Deliver discretionary and advisory solutions to UHNW investors across Greater China
  • Global Renowned Private Bank 
  • Business Mgmt Support & Project Coordination
  • Fresh graduated with Financial Internship Exp
Job Duties
  • Acting as the coordinator for the Business Management to oversight daily business activities
  • Disseminating value added information by working in close partnership with front office, risk & compliance stakeholders across the branch and the region 
  • Consolidating timely reports to senior management 
  • Stable and well-established platform 
  • Dynamic and friendly working environment 
  • Excellent investment products exposures 
Job Duties
  • Assistant 1 to 2 Private Bankers on daily pre and post-sales services 
  • Handling new to bank and regular accounts reviews and documentation, pricing quotation, order placing, and portfolio management 
  • Preparing investment and products presentation materials 
  • Most Established Swiss Based Global Private Bank 
  • Regional Equity Strategist & Investment Advisory 
  • Promising Career & Rewarding Package
Job Duties
  • Tasked with the mission as part of the regional team to formulate and drive equity strategies for PWM in Asia and Global office
  • Assume the equity specialist to advise front office bankers and external UHNW clients from investment outlook, stock selection, trading ideas and investment strategies 
  • Work in collaborative effort with Equity Research and Compliance Departments to ensure the adherence of corporate and regulatory governance 
  • Global Private Wealth & Asset Management Grp
  • Front Office Business Management & Support 
  • Worklife Balance & Comprehensive Benefits
Job Duties

As part of the North Asia Regional Business Management & Support Function tasked with the following mission 

  • Tasked with the mission to ensure front office business operations adhere regulatory and corporate governance
  • Act as the team lead to coach, train and ensure satisfactory performance of ARM/sales support
  • Serve as the SME to guide private bankers and sales support on digital banking applications