Vice President (Wealth Management)

TL;DR

Vice President (Wealth Management): Presenting multi-asset class solutions to high-net-worth clients and advisors across Asia with an accent on portfolio construction and quantitative analysis. Focus on implementing diversified portfolios, optimizing asset allocation, and providing outsourced CIO services.

Location: Hong Kong

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Collaborate with Private Wealth Advisors (PWAs) to articulate investment views and portfolio implementation strategies.
• Recommend diversified portfolios that align with ISG recommendations and client-specific objectives.
• Develop asset allocation proposals and competitive analyses using internal and external resources.
• Manage multi-asset portfolios, including manager selection, portfolio analytics, and rebalancing.
• Contribute to business growth and client retention across the Asia region.
• Coordinate with Legal, Compliance, and Technology teams to ensure regulatory alignment.

Requirements

• Minimum of 7 years of multi-asset investment-related experience.
• Strong expertise in portfolio construction and fundamental investment concepts.
• Proven experience in direct client-facing roles.
• Proficiency in English and Mandarin Chinese is a must.
• Expertise with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems.
• Ability to operate effectively in a fast-paced, team-oriented environment.

Culture & Benefits

• Commitment to diversity and inclusion in the workplace.
• Professional growth through training and development opportunities.
• Access to firmwide networks and mindfulness programs.
• Comprehensive wellness and personal finance offerings.