Discretionary Portfolio Manager
1 week ago
Key Responsibilities:
- Manage day-to-day discretionary portfolio mandates across multiple asset classes, ensuring alignment with client objectives and risk profiles.
- Design and implement asset allocation strategies based on global and local investment committee views.
- Lead portfolio reviews, performance reporting, and ongoing risk monitoring.
- Collaborate with RMs, IAs, and the CIO team to tailor bespoke investment solutions for UHNW clients.
- Drive DPM marketing initiatives, create investment proposals and high-quality client-facing materials.
- Enhance DPM visibility in Asia through active client engagement and internal education.
- Conduct fund due diligence where third-party funds, ETFs, or alternatives are used in portfolio construction.
- Contribute to global and local investment committees, articulating house views and strategic positioning.
**Requirements**:
- Bachelor's or Masters degree from a recognized university, preferably in finance, economics, or related fields.
- 10+ years of relevant experience in discretionary portfolio management, with a strong track record managing multi-asset and Fixed Income portfolios.
- Proven experience working with UHNW clients and delivering bespoke portfolio solutions.
- Deep knowledge of global financial markets, asset classes, and investment instruments.
- Expertise in either equity or fixed income strategies will be a strong advantage.
- Strong analytical, research, and communication skills; able to translate macro themes into actionable strategies.
- Proficient in Bloomberg, Factset, and MS Office; familiarity with DPM tools is a plus.
- Fluent in English; Mandarin proficiency is highly preferred to support North Asia clientele.
EA No 23S1936
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