Responsibilities

• Manage and implement investment decisions for individual accounts, ensuring alignment with client objectives and guidelines.
• Conduct daily monitoring of fixed income and cash positions across accounts, maintaining optimal portfolio performance.
• Oversee the investment of new accounts, review and apply client guidelines, address client-specific requests, and manage cash flows.
• Collaborate with internal teams, including Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations, to ensure seamless account management.
• Leverage quantitative portfolio management tools, including portfolio optimization techniques, to enhance portfolio performance.
• Participate in and lead project-based initiatives for the Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients.

Requirements

• Educational Background:
• Bachelor’s degree or above in Economics, Mathematics, Finance, or related fields.
• CFA designation strongly preferred.
• Professional Experience:
• Prior experience in industry-related areas preferred.
• Existing SFC Type 9 Responsible Officer (RO) or HKMA Type 9 Executive Officer (EO) license preferred.
• Candidates with a strong track record and eligible to obtain an EO license are highly encouraged to apply.

1. At least 3 years of relevant industry experience in discretionary account management under a Type 9 license within the past 6 years.
2. Minimum 2 years of management experience within the past 6 years.
3. Degree in Accounting, Business Administration, Economics, Finance, or Law.
4. Passed HKSI Licensing Examination Papers 1 and 6 within the past 3 years.

• Key Skills and Attributes:
• Strong sense of responsibility, with a willingness to take on challenges.
• Excellent communication and interpersonal skills, with an outgoing and professional demeanor.
• Strong quantitative and analytical skills for developing business plans and proposals.
• Self-motivated, creative, and energetic, with the ability to meet deadlines and achieve results.
• Exceptional command of both written and spoken English and Chinese (Mandarin).
• Proficient in MS Office applications, including Word, Excel, PowerPoint, and Chinese word processing.