Connecting Odds
Company

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

The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.

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