Portfolio Manager / Senior Portfolio Manager (Hong Kong Branch)
Bank of China (Hong Kong)
Hong KongPosted Discovered via the company's careers siteMatch locked
Full time2+ years expInvestment Management
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.
- At least
3 years of relevant industry experience
in discretionary account management under a Type 9 license within the past 6 years.
- Minimum
2 years of management experience
within the past 6 years.
- Degree in
Accounting
,
Business Administration
,
Economics
,
Finance
, or
Law
.
- 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.
Not included in the source posting: about the role, benefits.
Skills
excel
Who can apply
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