Responsibilities:

• Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio;
• Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing;
• Explain the Bank house view to clients on macro-economics and various investment asset classes;
• Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return;
• Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters; 
• Focus on organic growth of portfolio investment return and new AUM growth and uplift client satisfaction.

Requirements:

• Articulate the portfolio analysis with high intellectual capabilities and impactful presentation in English and Chinese (Cantonese or Putonghua);
• Good analytical skills with in-depth knowledge on financial markets;
• Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders;
• 8-10 years of experience in portfolio management or investment;
• Energetic, enthusiastic, flexible and capable of working under time constraints;
• University graduate in Finance, Business Administration or relevant disciplines;
• Preferably CFA or Master of Finance/Economics/Financial Engineering background;
• Have prior experience of serving high net worth clients is an advantage.

All personal data collected will be kept in strict confidence and would only be used for recruitment purpose.

To find out more about Zebra, visit us at www.zebra.com.hk. 

ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.

With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.

Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.