Vice President, Investment and Portfolio Advisory Consultant

Hong Kong Island Permanent
  • To work with one of the most prestigious consultancy firms in the world
  • Join a team of talented and qualified individuals

About Our Client

Employing over 30,000 employees across 50 countries, our client is a true expert in capitalising on investment opportunities and providing diversified portfolios that outperform. They know the market, research funds and fund managers extremely well. They offer a dynamic, comfortable and friendly working environment.

Job Description

Reporting to the Head of the team, you are responsible for executing consulting projects in accordance to SFC requirements:

  • These projects will have a key focus on investment related matters such as investment governance reviews, framework design, portfolio construction, investment strategies, traditional and alternative asset classes
  • Be up-to-date with the market developments including digital technology, acquisitions opportunities, regulatory changes
  • Lead consulting work and take on business initiatives
  • Assist clients on their respective projects including discussing ideas and resolving issues
  • Achieving assigned sales targets, delegate work to analysts and junior consultants
  • Be creative when it comes to business planning, new service, new product or large account management strategy
  • Review quality standards as a licensed intermediary of the HK SFC



The Successful Applicant

Requirements:

  • Strong communication skills
  • 10 plus years of industry experience including but not limited to banking, asset management, insurance, investment advisory, consulting
  • Technical skills including investment risk, investment analytic, consulting, performance risk, portfolio advisory, quantitative research, investment advisory, actuarial advisory, client servicing, business development
  • Excellent academic and qualifications track record i.e. Actuarial Science, Statistics, Engineering, CFA, CPA, and etc.
  • English and Chinese (MUST)

What's on Offer

Solid career prospect and opportunity to move infernally to various business lines.

Contact
Jeremy Lam
Quote job ref
4210549

Job summary

Location
Contract type
Consultant name
Jeremy Lam
Job reference
4210549