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.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .