Managing Director, Private Clients Investment
1 day ago
Our client is seeking a Managing Director for Private Client Investments.
**Role description
The Private Client Managing Investment Director will be in an integral leadership position within the client's rapidly growing Private Client Practice. This is a Managing Director position and comes with an attractive financial package including performance-based short and long-term incentives.
As an Investment Director, you are part of a team who services more than 240 private families around the world, advising on both taxable and charitable assets. The firm's clients range in asset size from ~US$100 million to more than US$10 billion and are located in over 35 countries worldwide.
You will work with colleagues to help clients meet or exceed their investment objectives and enhance the long-term investment performance of their portfolios. You will be responsible for leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff, and outside advisors), driving investment strategy, asset allocation structures, investment manager structures, and guidelines, investment manager selection and evaluation, and performance monitoring.
A deep understanding of the complexities of managing a multi-generational and multi-constituent family is essential. The Managing Director is also responsible for the management and development of the supporting investment team.
In addition to their work with existing clients. You will partner with Global Business Development, Asia regional management and Private Client Practice leadership to pursue new client relationships.
Your responsibilities regarding new business development include building referral networks through existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, building presentation materials, and leading presentations alongside team members.
**Responsibilities**:
- Lead teams in creating and developing diversified portfolios to meet customized client objectives
- Lead teams that select and evaluate investment managers for all asset classes, including long-only equity, liability hedging, and alternative asset classes such as long-short equity funds, absolute return hedge funds, real estate, timberland, venture capital, private equity, and oil & gas
- Conduct analyses, prepare materials, and direct clients on investment and financial issues.
- Work with and present directly to clients; develop relationships with clients and outside advisors
- Select and evaluate investment managers for virtually all asset classes
- Develop and implement investment objectives, policies, and asset allocations for complex trust structures
- Represent the client externally through marketing presentations, conferences, and other business development opportunities
- Be responsible for growing revenue and client set in a rapidly growing region by leveraging existing networks and partnering with our business development team to build new relationships
**Qualifications**:
- BA/BS required. An MBA or CFA strongly preferred
- Extensive investment experience - 10-15 years minimum
- Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor or family office.
- Well-developed network in the family office community
- Excellent oral and written communication skills
- Ability to speak at family office conferences
- This position will be based in Hong Kong or Singapore
- The ability to conduct business in Mandarin is essential
- The role will require some travel across the Greater China region, and Asia more broadly
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