Fund Manager

  • Competitive
  • Hong Kong
  • CDI, Plein-temps
  • Achievers Recruitment Limited
  • 21 sept. 17

Our client is a fast growing provider of Wealth Management, Insurance, Properties, and Investment Banking services, focusing on high net worth customers in the region. The company financial advisors help customers to invest safely while receiving considerable returns. The company also experts in fund management and corporate finance. In order to cope with their expansion, they are now looking for a talented fund manager professional to join their team in Hong Kong office.

Responsibilities

  • Working in a team to manage portfolios of equity and fixed-income investments focus on Hong Kong / China markets
  • Identify potential investment opportunities and work in investment team for portfolio updates and strategic planning of private fund
  • Manage discretionary mandates and provide advisory services to clients
  • Be able to conduct investment analysis independently and responsible for asset allocation and stock pick 
  • Communicate strategies and market events with internal sales team and report periodically investment activities to the management and investors
  • Liaise with external parties such as custodians, investment managers, and potential clients
  • Participate in the development of business and product strategies and the formulation of investment portfolios

Requirements

  • Holder of SFC Type 4 and Type 9 licenses
  • Bachelor degree in Accounting, Business, Administration, Economics, Finance, Law, or other related discipline; CFA or other professional certification preferred
  • Possess at least 5 years of relevant industry experience in managing equity portfolio, public-offering fund and Pre-IPO fund experience
  • Well knowledge of financial products and Greater China markets
  • Good command of written and spoken English and Chinese; Proficiency fluent in Mandarin
  • Prior knowledge of analytics using Bloomberg, Excel Marco, or other similar vendor systems would be an advantage
  • Experience in managing portfolios focus on Hong Kong/China investment
  • Solid experience on the side covering broad asset classes
  • Skills in supporting sale team and client service of private fund

Interested parties please send your resume to cv-fs@achievers.com.hk

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