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Senior Portfolio Manager, Wealth Management

UCI Executive Consultancy Limited

  • Company Industries:Banking

Job Information

  • Post Date:2018-04-20
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Financial Services  Equities / Capital Markets  Wealth Management  

Job Description

Our Chinese investment bank would like to hire a talent like you to join their Wealth Management Department as Senior Portfolio Manager

 

Job descriptions:

  • Conduct idea generation, financial analysis, and assess a company’s strategic positioning while identifying inflection points in fundamentals.
  • Manage and implement portfolio strategy. Research, construction, implement and monitor investments within a defined large cap universe as well as uncovering new opportunities outside that universe.
  • Track and closely follow company developments, including earnings reports, corporate actions, competitive dynamics and other events impacting portfolio holdings and potential investments.
  • Conduct investment research, primarily focus on fundamental valuation and macro research.
  • Develop various investment reviews to illustrate portfolio positioning, investment themes and tactical trades and content of monthly investment meeting, including performance, allocations, portfolio risk metrics and contribution.
  • Willing to help mentor young investment professionals.

Requirements:

  • Master degree holder from recognized university or above, preferably in Economics, Finance or Business related discipline CFA Charter preferred.
  • 8-10 years of progressive experience in portfolio management, together with in-depth knowledge of global equities and fix-income are important prerequisites.
  • Proven track record in managing sizeable investment portfolios.
  • Prior experience reputable and established financial institutions.
  • Proficient in English, Cantonese and Putonghua.

 Less experienced candidates will be considered as Portfolio Manager. 

 

 

 

 

What you’re now to do:

If you are interested in this role, please click “Apply Now” for further processing.

 

If the above role opening is not your exact match, you can still send your CV  via hr  @ uci.com.hk for further mapping suitable jobs from us.  Our consultants are welcome to give consultation advice.

 

 

 

Company Info

UCI Executive Consultancy Limited offers professional executive search and global recruitment services.  As a strategic business partner, we provide comprehensive recruitment solutions for our clients.

Our consultants specialize in banking & financial services, sales & marketing, legal & compliance, finance & accounting, information technology and human resources to ensure that we have the necessary market knowledge and insight into our clients' business to meet their ongoing recruitment needs.

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