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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 Unspecified
Employment type Full Time
Industry HR / Recruitment Services
Job function Banking / Finance > Investment & Securities
Banking / Finance > Research / Analysis
Banking / Finance > Others
Published On 11/05/2018 2018-05-11

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.

 

 

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