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Your Trusted Partner for Professional Human Resources and Business Consulting Services.

 

 

Zebra is a Listed Company in Hong Kong and a Hong Kong-based human resources services provider and are principally engaged in the provision of staff outsourcing services. We are also engaged in the provision of executive/staff search services and other human resources support services including sale of eHRIS software, payroll outsourcing services and human resources advisory and administration services.

 

 

Our client, a leading financial institution, is now looking for a high caliber candidate to fill up the following position.

 

 

 

 

 

Your Trusted Partner for Professional Human Resources and Business Consulting Services. Zebra is a Listed Company in Hong Kong and a Hong Kong-based human resources services provider and are principally engaged in the provision of staff outsourcing services. We are also engaged in the provision of executive/staff...

Your Trusted Partner for Professional Human Resources and Business Consulting Services.

 

 

Zebra is a Listed Company in Hong Kong and a Hong Kong-based human resources services provider and are principally engaged in the provision of staff outsourcing services. We are also engaged in the provision of executive/staff search services and other human resources support services including sale of eHRIS software, payroll outsourcing services and human resources advisory and administration services.

 

 

Our client, a leading financial institution, is now looking for a high caliber candidate to fill up the following position.

 

 

 

 

 

Portfolio Counselor – Banking

Job level Senior
Work exp Minimum 8 Years
Education Bachelor Degree
Location
Not Specified Not Specified Unspecified
Employment type Full Time
Industry HR / Recruitment Services
Job function Banking / Finance > Investment & Securities
Banking / Finance > Research / Analysis
Banking / Finance > Others
Published On 19/04/2018 2018-04-19 2018-05-19

Responsibilities:

 

 

  • Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio;
  • Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing;
  • Explain the Bank house view to clients on macro-economics and various investment asset classes;
  • Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return;
  • Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters; 
  • Focus on organic growth of portfolio investment return and new AUM growth and uplift client satisfaction.

 

 

Requirements:

 

 

  • Articulate the portfolio analysis with high intellectual capabilities and impactful presentation in English and Chinese (Cantonese or Putonghua);
  • Good analytical skills with in-depth knowledge on financial markets;
  • Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders;
  • 8-10 years of experience in portfolio management or investment;
  • Energetic, enthusiastic, flexible and capable of working under time constraints;
  • University graduate in Finance, Business Administration or relevant disciplines;
  • Preferably CFA or Master of Finance/Economics/Financial Engineering background;
  • Have prior experience of serving high net worth clients is an advantage.

 

 

 

 

All personal data collected will be kept in strict confidence and would only be used for recruitment purpose.

 

 

 

To find out more about Zebra, visit us at www.zebra.com.hk. 

 

 

 

 

Please send full resume (MS word) with latest and expected salary to peter.pang@zebra.com.hk.