Client Portfolio Manager - eFinancialCareers

Job Description:

We are seeking a highly skilled and experienced Equity or Fixed Income Investment Product Specialist to join our asset management firm. As a Client Portfolio Manager (CPM) / Investment Specialist, you will play a crucial role in developing a deep understanding of our existing products, investment processes, and various investment teams. Your expertise will be instrumental in presenting investment strategies to both prospective and existing clients on behalf of our investment team.

Responsibilities:

1. Acquire a comprehensive knowledge of our product offerings, investment methodologies, and the diverse teams involved.
2. Effectively communicate and present investment strategies to prospects and existing clients, showcasing the value and benefits we can offer.
3. Collaborate closely with Business Development / Sales team, providing support in handling investment-related aspects of client requests, marketing materials, and RFPs. Additionally, assist in the successful launch of new products.
4. Foster a collaborative environment by working closely with both the Sales and Investment teams to generate innovative ideas for product development.

Requirements:

1. Possess a minimum of 8 years of relevant experience in esteemed asset management firms.
2. Hold a Master's degree, with preferred qualifications such as CFA/FRM certifications.
3. Hold a valid license for selling investment products, such as HKSI LE Paper 4 & 9 or equivalent.
4. Exhibit excellent communication skills and a strong spirit of teamwork, enabling you to thrive in a high-pressure environment and meet tight deadlines.
5. Demonstrate fluency in both spoken and written English and Mandarin.