75 Investment Strategy jobs in Hong Kong

Join to apply for the Assistant Manager, Customer Portfolio Management role at Prudential Hong Kong

3 weeks ago Be among the first 25 applicants

Join to apply for the Assistant Manager, Customer Portfolio Management role at Prudential Hong Kong

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
The role will plan and implement marketing activities and value-added services that align with the customer strategies to maximize customer lifetime value. Develop and roll out effective customer lifecycle management and data-driven cross-sell/upsell campaigns to deepen customer penetration and increase our share of wallet.
Job Responsibilities

• Design and deploy customer campaigns across customer lifecycle to uplift customer engagement and penetration
• Implement personalized and effective customer and marketing communications to optimize the campaign response
• Collaborate with strategic partners and internal stakeholders to design for differentiating marketing activities, engagement tools and privileged offers that create customer engagement opportunities and enrich propositions.
• Define metrics to track progress and success, and analyze data to enhance design and offer
• Stay abreast of latest trends and developments in customer engagement. Constantly benchmark with the market to identify actionable improvements and convert into new initiative ideas.
  

Job Requirements

• Degree holder in marketing or a related field
• Have 5+ years of working experience in Marketing (preferably from financial institution)
• Team player with a self-motivated mindset
• Strong communication and interpersonal skills
• Excellent in content development and customer communications
• Well-rounded experience in marketing promotions, partnerships and segment management
• Experience in managing different stakeholders (internal and external)
• Fluent in English and Cantonese (written and oral)
  

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Sign in to set job alerts for “Assistant Portfolio Manager” roles. Commercial & Investment Bank Events - Analyst

Shenzhen, Guangdong, China CN¥9,000.00-CN¥8,000.00 1 year ago

Investment Counsellor Analyst - Global Private Banking

Shenzhen, Guangdong, China CN 0.00-CN 00.00 1 year ago

Investment Analyst (Crypto & Blockchain Only) Fixed Income Investment Director – Asset Management Data Research Analyst, Data and Portfolio Analytics, Alternative Investment Fund, Hong Kong

Shenzhen, Guangdong, China CN¥4 000.00-CN 0,000.00 1 year ago

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Citi Kowloon City District, Hong Kong SAR

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Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
  
  

The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.

In this role, you’re expected to:

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor’s degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  
  

Take the next step in your career, apply for this role at Citi today

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

---

Job Family Group:

Product Management and Development

---

Job Family:

Product Management

---

Time Type:

Full time

---

Most Relevant Skills

Please see the requirements listed above.

---

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

---

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & Solutions

Kwun Tong District, Hong Kong SAR 3 days ago

Associate Product Manager, TMTI Asia Pacific

Nanshan District, Guangdong, China 3 days ago

Product Manager, Sustainable Product, APAC

Kwun Tong District, Hong Kong SAR 6 hours ago

Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)

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Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

This role is responsible for the risk management of an assigned portfolio of transactions and monitoring of credit and transaction related risks within a AIBD AFD portfolio.

The transactions are originated by origination team in AIBD AFD and may be on a bilateral, club or syndication basis.

Job Responsibilities:

Strategic

• To prepare credit reviews, credit applications, waiver requests, borrower ratings which include recommendations, within due dates, in accordance to the Bank’s internal guidelines and credit appetite. When producing the review or application, sound credit analysis, sensitivity analysis on financial models (to ensure it remains accurate and relevant), and examination of the key points and concerns will have to be clearly articulated so the credit offices can understand the key points.
• To undertake appropriate identification of early warning indicators, risks issues, close monitoring of and reporting on the status of the borrower and underlying project conditions, including escalating to appropriate departments where applicable. To prepare and host monthly Close Watch meetings.
• Actively managing the overall risk profile of the borrower, effective obligor or transaction and to recommend changes where necessary to mitigate risks.
• To prepare borrower ratings and cash flow projections in rating reviews.
• To play an active supporting role on refinancing and potential work-out transactions, where required.
• To actively support the negotiation of waiver terms and amendment documents, where required.
• To co-work on secondary loan transfers and loan participation, where required.
• To prepare regular reports, including but not limited to credit conditions and instructions, action plans, stress tests, sector monitoring reports, Asset Evaluation Sheet, presentations to management or credit committee. To prepare ad-hoc reports related to the portfolio that has a financial impact to the Bank, or as requested by Management/Head Office or Regulators.
• Coordinate and prepare for internal and external audits or regulatory inspections.
• Support the Team Leader and HOD in the Team’s operations, administration duties, organizing events as well as to provide back-up support for other team members, when required, as well as to participate in ad-hoc projects under the Bank’s initiatives.
• Adhere to all company policies as well as guidelines. Including supporting KYC and compliance requirements.
• Support in maintaining, developing and updating local credit policies to ensure alignment with all relevant regulations.
• To identify industry, economic and sector trends and developments which can impact the portfolio.
• To represent AIBD AFD and Global Aviation Finance Office (GAFO) on interactions with and reporting matters to HK Branch and HK local regulator.
  
  

Financial

• Support the delivery of timely process improvement initiatives for the Team.
• To support AFD team for credit assessment and onboarding of new clients and recommend appropriate Borrower Rating for the client
  
  

Customer

• Deliver a high quality of service to internal and external stakeholders to enhance the Bank's reputation and to meet customer's expectations.
• Liaise and collaborate with customers, agents, external consultants, auditors, regulators and others to ensure that the Team may perform its functions in an appropriate and timely manner.
• To work in partnership with and liaise with origination/structuring teams, relationship managers/sector coverage, credit teams, middle offices, overseas/regional branches, subsidiaries, affiliates and other departments to support the Teams’ responsibilities and matters relating to transactions under the portfolio.
  
  

People

• To guide fellow team members on internal policies, procedures and knowledge sharing. To mentor junior members of the team.
• To liaise with various departments and work together with GAFO as a global aviation team.
  
  

Other/ Control

• To comply with relevant MAS and HKMA regulations and MUFG group policies.
  
  

Job Requirements:

• Degree qualified. Professional qualifications such as CFA or FRM would be an advantage.
• Minimum 6 years experience in credit analysis and credit risk (including Structured Products financing or Corporate Banking).
• Experience in reviewing and preparing credit application recommendations, waiver requests, reviews of credit controls and legal documentation.
• Strong organisation skills and attention to details and accuracy.
• Strong communication, presentation and writing skills.
• Proactive, resourceful and a good team player, with ability to build rapport with internal and external parties.
• Good understanding of banking products and their risks.
• Strong understanding of credit risk, financial analysis, critical and data analysis, impact sensitivity studies, financial modelling.
• Familiarity in financing documentation and legal considerations.
• Indepth sector knowledge in aviation financing would be an advantage.
• Strong negotiation skills.
• Strong technical skills with a strategic mindset, and strong business acumen.
  
  

We regret to inform that only shortlisted applicants will be notified. Personal data collected will be used for recruitment purposes only. For our Privacy Policy, please visit: UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Financial Services and Banking

Referrals increase your chances of interviewing at MUFG by 2x

Get notified about new Vice President Portfolio Management jobs in Hong Kong, Hong Kong SAR .

Credit Analyst (Manager to AVP), Credit Approval Department AVP, Treasury Financial Control and Advisory Vice President - Credit (Japanese speaker) VP, Credit Approval (Midcap and FI Credit), Risk Management Group

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Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At **Citi** , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer, Product specialist (Cards Portfolio Management) - Hybrid** (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
**In this role, you're expected to:**
+ Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
+ Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
+ Support managing end to end card product lifecycle, including pricing, features and promotions
+ Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
+ Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
+ Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
+ Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
+ Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
+ Participate in budgeting and planning for strategic priorities and initiatives
+ Ensure adherence to regulations and internal policies
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's degree/University degree or equivalent experience
+ 2 years of relevant experience
+ Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
+ Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
+ Experience in UAT/ PAT testing, working with technology
+ Demonstrated knowledge in managing KPI and good financial acumen
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
+ Demonstrated problem-solving and decision-making skills
+ Demonstrated analytical and influencing skills
+ Consistently demonstrates clear and concise written and verbal communication for stakeholder management
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Product Management and Development
---
**Job Family:**
Product Management
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Get AI-powered advice on this job and more exclusive features.

Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
This role is responsible for the risk management of an assigned portfolio of transactions and monitoring of credit and transaction related risks within a AIBD AFD portfolio.
The transactions are originated by origination team in AIBD AFD and may be on a bilateral, club or syndication basis.
Job Responsibilities:
Strategic

• To prepare credit reviews, credit applications, waiver requests, borrower ratings which include recommendations, within due dates, in accordance to the Bank’s internal guidelines and credit appetite. When producing the review or application, sound credit analysis, sensitivity analysis on financial models (to ensure it remains accurate and relevant), and examination of the key points and concerns will have to be clearly articulated so the credit offices can understand the key points.
• To undertake appropriate identification of early warning indicators, risks issues, close monitoring of and reporting on the status of the borrower and underlying project conditions, including escalating to appropriate departments where applicable. To prepare and host monthly Close Watch meetings.
• Actively managing the overall risk profile of the borrower, effective obligor or transaction and to recommend changes where necessary to mitigate risks.
• To prepare borrower ratings and cash flow projections in rating reviews.
• To play an active supporting role on refinancing and potential work-out transactions, where required.
• To actively support the negotiation of waiver terms and amendment documents, where required.
• To co-work on secondary loan transfers and loan participation, where required.
• To prepare regular reports, including but not limited to credit conditions and instructions, action plans, stress tests, sector monitoring reports, Asset Evaluation Sheet, presentations to management or credit committee. To prepare ad-hoc reports related to the portfolio that has a financial impact to the Bank, or as requested by Management/Head Office or Regulators.
• Coordinate and prepare for internal and external audits or regulatory inspections.
• Support the Team Leader and HOD in the Team’s operations, administration duties, organizing events as well as to provide back-up support for other team members, when required, as well as to participate in ad-hoc projects under the Bank’s initiatives.
• Adhere to all company policies as well as guidelines. Including supporting KYC and compliance requirements.
• Support in maintaining, developing and updating local credit policies to ensure alignment with all relevant regulations.
• To identify industry, economic and sector trends and developments which can impact the portfolio.
• To represent AIBD AFD and Global Aviation Finance Office (GAFO) on interactions with and reporting matters to HK Branch and HK local regulator.
  

Financial

• Support the delivery of timely process improvement initiatives for the Team.
• To support AFD team for credit assessment and onboarding of new clients and recommend appropriate Borrower Rating for the client
  

Customer

• Deliver a high quality of service to internal and external stakeholders to enhance the Bank's reputation and to meet customer's expectations.
• Liaise and collaborate with customers, agents, external consultants, auditors, regulators and others to ensure that the Team may perform its functions in an appropriate and timely manner.
• To work in partnership with and liaise with origination/structuring teams, relationship managers/sector coverage, credit teams, middle offices, overseas/regional branches, subsidiaries, affiliates and other departments to support the Teams’ responsibilities and matters relating to transactions under the portfolio.
  

People

• To guide fellow team members on internal policies, procedures and knowledge sharing. To mentor junior members of the team.
• To liaise with various departments and work together with GAFO as a global aviation team.
  

Other/ Control

• To comply with relevant MAS and HKMA regulations and MUFG group policies.
  

Job Requirements:

• Degree qualified. Professional qualifications such as CFA or FRM would be an advantage.
• Minimum 6 years experience in credit analysis and credit risk (including Structured Products financing or Corporate Banking).
• Experience in reviewing and preparing credit application recommendations, waiver requests, reviews of credit controls and legal documentation.
• Strong organisation skills and attention to details and accuracy.
• Strong communication, presentation and writing skills.
• Proactive, resourceful and a good team player, with ability to build rapport with internal and external parties.
• Good understanding of banking products and their risks.
• Strong understanding of credit risk, financial analysis, critical and data analysis, impact sensitivity studies, financial modelling.
• Familiarity in financing documentation and legal considerations.
• Indepth sector knowledge in aviation financing would be an advantage.
• Strong negotiation skills.
• Strong technical skills with a strategic mindset, and strong business acumen.
  

We regret to inform that only shortlisted applicants will be notified. Personal data collected will be used for recruitment purposes only. For our Privacy Policy, please visit: UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Financial Services and Banking

Referrals increase your chances of interviewing at MUFG by 2x

Get notified about new Vice President Portfolio Management jobs in Hong Kong, Hong Kong SAR .

Credit Analyst (Manager to AVP), Credit Approval Department AVP, Treasury Financial Control and Advisory Vice President - Credit (Japanese speaker) VP, Credit Approval (Midcap and FI Credit), Risk Management Group

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

Get AI-powered advice on this job and more exclusive features.

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About The Role

Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About The Role

Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.

Portfolio Management: Manage portfolios on AIAHK’s MPF, ORSO and ILAS platforms to deliver outperformance for portfolios under management. Ensure portfolio compliance with relevant regulations and internal guidelines.

Fund Evaluation: Work with fund researcher regarding fund research and due diligence to support AIMHK’s multi-manager products and conduct portfolio construction analysis to enhance investment performance.

Stakeholder Management: Establish good rapport with stakeholders within AIA Group, including AIAHK, AIA Trustee, Group Investment and AIAIM in Singapore

Roles And Responsibilities

Investment Strategy:

• Build and maintain quantitative models to identify investment opportunity and forecast investment trends.
• Conduct macro investment research and formulate tactical asset allocation strategies for multi-asset products.
  
  
  

Fund-of-funds Portfolio Management

• Daily portfolio management across fund-of-funds portfolios on AIAHK’s MPF, ORSO and ILAS platforms.
• Deliver outperformance against peer group median and benchmark
• Ensure portfolios are in compliance with relevant regulations and internal guidelines.
• Monitor HKD exposure and manage FX hedge across portfolios.
• Manage AIMHK APIFs and jointly managed funds on ILAS platform.
• Assist trade execution on fund-of-funds portfolios, post-trading and portfolio monitoring.
• Provide monthly portfolio commentaries
  
  
  

Funds Monitoring And Evaluation

Conduct quantitative and qualitative fund evaluation to:

• Work with manager researcher to identify and select well-performing funds for AIMHK managed multi-manager products to enhance investment performance and construct the portfolios for AIAHK’s MPF, ORSO and ILAS products.
• Participate in ESG assessment of the funds
  
  
  

Support Product Development

• Collaborate with Product team to identify appropriate investment strategies according to the investment policy and objectives.
• Liaise with fund managers to develop new funds
  
  
  

Stakeholder Management

• Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. ILAS & MPF teams), Group Investment (e.g. TAA & External Managers teams) and AIAIM in Singapore.
• Provide investment and fund related supports to the investment, MPF and ILAS teams of AIAHK.
  
  
  

Ad Hoc Projects

• Onboard to Aladdin controls environment and enhance existing investment operational flow and controls as needed.
• Enhance hedging arrangement
  
  
  

Job Requirements

• Experience in managing public funds for reputation financial institutions.
• Satisfy Key Person requirement with at least 5 years of public funds management experience.
• Around 10 years of experience in investment experience and/or asset management.
• Postgraduate qualification in Finance, Economics or quantitative-related subjects.
• Investment-related professional qualification (e.g. CFA, FRM or CAIA).
• Holders of SFC license 9.
• In-depth understanding of market dynamics of major asset classes, including equities, bonds and currencies.
• Ability to quantitatively/qualitatively translate economic situation, financial market development, asset valuation and price momentum into investment strategies & recommendations.
• Knowledge of retail financial markets and wealth management products.
• Strong presentation and report-writing skills.
• Good team player with strong coordination and project management skills to work with colleagues from various cultural background and different departments.
  
  
  

Others

• You are required to obtain relevant licence if your job involves in regulated activities.
  
  
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

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Executive Director, Discretionary Portfolio Management, Private Banking Commercial & Investment Bank – Investor Access, Executive Director Director, Risk Operations - Global eCommerce Associate Director, Investment Consulting Group Director of Revenue Management and Distribution Director, Head of Back Office Operations (MJ00033)

Islands District, Hong Kong SAR 20 hours ago

Operations Transformation Director (Leading Insurer)

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 2 years ago

Director, Claims Data Analytics and Operational Strategy

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Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

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FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About The Role
Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.

FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About The Role
Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.
Portfolio Management: Manage portfolios on AIAHK’s MPF, ORSO and ILAS platforms to deliver outperformance for portfolios under management. Ensure portfolio compliance with relevant regulations and internal guidelines.
Fund Evaluation: Work with fund researcher regarding fund research and due diligence to support AIMHK’s multi-manager products and conduct portfolio construction analysis to enhance investment performance.
Stakeholder Management: Establish good rapport with stakeholders within AIA Group, including AIAHK, AIA Trustee, Group Investment and AIAIM in Singapore
Roles And Responsibilities
Investment Strategy:

• Build and maintain quantitative models to identify investment opportunity and forecast investment trends.
• Conduct macro investment research and formulate tactical asset allocation strategies for multi-asset products.
  

Fund-of-funds Portfolio Management

• Daily portfolio management across fund-of-funds portfolios on AIAHK’s MPF, ORSO and ILAS platforms.
• Deliver outperformance against peer group median and benchmark
• Ensure portfolios are in compliance with relevant regulations and internal guidelines.
• Monitor HKD exposure and manage FX hedge across portfolios.
• Manage AIMHK APIFs and jointly managed funds on ILAS platform.
• Assist trade execution on fund-of-funds portfolios, post-trading and portfolio monitoring.
• Provide monthly portfolio commentaries
  

Funds Monitoring And Evaluation
Conduct quantitative and qualitative fund evaluation to:

• Work with manager researcher to identify and select well-performing funds for AIMHK managed multi-manager products to enhance investment performance and construct the portfolios for AIAHK’s MPF, ORSO and ILAS products.
• Participate in ESG assessment of the funds
  

Support Product Development

• Collaborate with Product team to identify appropriate investment strategies according to the investment policy and objectives.
• Liaise with fund managers to develop new funds
  

Stakeholder Management

• Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. ILAS & MPF teams), Group Investment (e.g. TAA & External Managers teams) and AIAIM in Singapore.
• Provide investment and fund related supports to the investment, MPF and ILAS teams of AIAHK.
  

Ad Hoc Projects

• Onboard to Aladdin controls environment and enhance existing investment operational flow and controls as needed.
• Enhance hedging arrangement
  

Job Requirements

• Experience in managing public funds for reputation financial institutions.
• Satisfy Key Person requirement with at least 5 years of public funds management experience.
• Around 10 years of experience in investment experience and/or asset management.
• Postgraduate qualification in Finance, Economics or quantitative-related subjects.
• Investment-related professional qualification (e.g. CFA, FRM or CAIA).
• Holders of SFC license 9.
• In-depth understanding of market dynamics of major asset classes, including equities, bonds and currencies.
• Ability to quantitatively/qualitatively translate economic situation, financial market development, asset valuation and price momentum into investment strategies & recommendations.
• Knowledge of retail financial markets and wealth management products.
• Strong presentation and report-writing skills.
• Good team player with strong coordination and project management skills to work with colleagues from various cultural background and different departments.
  

Others

• You are required to obtain relevant licence if your job involves in regulated activities.
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Get notified about new Director Portfolio Management jobs in Hong Kong, Hong Kong SAR .

Executive Director, Discretionary Portfolio Management, Private Banking Commercial & Investment Bank – Investor Access, Executive Director Director, Risk Operations - Global eCommerce Associate Director, Investment Consulting Group Director of Revenue Management and Distribution Director, Head of Back Office Operations (MJ00033)

Islands District, Hong Kong SAR 20 hours ago

Operations Transformation Director (Leading Insurer)

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 2 years ago

Director, Claims Data Analytics and Operational Strategy

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Job Description - Executive Director, Discretionary Portfolio Management, Private Banking (250005A)

Job Description

Executive Director, Discretionary Portfolio Management, Private Banking - ( 250005A )

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

We are seeking a dynamic and experienced professional to lead our Discretionary Portfolio Management (DPM) business in Hong Kong. The incumbent will assume the role of Executive Officer in accordance with the Securities and Futures Ordinance, and collaborate with private bankers to drive AUM growth through promoting mandate solutions.

Responsibilities

• Collaborate with Private Banking / Treasures Private Client Front Office (including RMs and Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions
• Lead a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement
• Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios
• Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles
• Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck
• Handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries

Requirements

• Minimum 12-15 years of relevant work experience in marketing Managed Investment solutions to UHNW and institutional clients
• Experience in asset management, portfolio management, research or securities trading an added advantage
• In-depth knowledge of investment market, equities, bonds, mutual funds and private asset funds
• Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders
• Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales
• Excellent spoken and written communication skills in English, Mandarin and Cantonese
• A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage
• Ability to travel on business trips as and when required

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Primary Location

Primary Location : Hong Kong-The Center

Job Job Posting

Job Posting : May 12, 2025, 10:59:01 AM

ATS Integration Authentication failed for integrationContext - urn:li:organization:163379

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Job Description - Executive Director, Discretionary Portfolio Management, Private Banking (250005A)

Job Description

Executive Director, Discretionary Portfolio Management, Private Banking - ( 250005A )

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

We are seeking a dynamic and experienced professional to lead our Discretionary Portfolio Management (DPM) business in Hong Kong. The incumbent will assume the role of Executive Officer in accordance with the Securities and Futures Ordinance, and collaborate with private bankers to drive AUM growth through promoting mandate solutions.

Responsibilities

• Collaborate with Private Banking / Treasures Private Client Front Office (including RMs and Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions
• Lead a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement
• Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios
• Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles
• Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck
• Handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries

Requirements

• Minimum 12-15 years of relevant work experience in marketing Managed Investment solutions to UHNW and institutional clients
• Experience in asset management, portfolio management, research or securities trading an added advantage
• In-depth knowledge of investment market, equities, bonds, mutual funds and private asset funds
• Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders
• Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales
• Excellent spoken and written communication skills in English, Mandarin and Cantonese
• A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage
• Ability to travel on business trips as and when required

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Primary Location Primary Location : Hong Kong-The Center Job Job Posting Job Posting : May 12, 2025, 10:59:01 AM

ATS Integration Authentication failed for integrationContext - urn:li:organization:163379

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