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


  • 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.

Jeremy Lam
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Jeremy Lam
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