Client Portfolio Manager, Asset Management - Active Investments Client Portfolio Manager, Asset Management -  …

CLSA Limited
in Hong Kong
Permanent, Full time
Last application, 30 Nov 21
CLSA Limited
in Hong Kong
Permanent, Full time
Last application, 30 Nov 21
Client Portfolio Manager, Asset Management - Active Investments

Key Areas of Responsibilities

  • Build and maintain relationship with targeting institutional clients in Hong Kong and other APAC markets, sale private and public investment products, take annual volume and P&L target
  • Preliminary screening and evaluation of client needs, raise advice to build client portfolio          
  • Perform market and industry research on markets of investment products
  • Explore, evaluate and execute client service opportunity
  • Develop and implement business plans to drive investment products and services to meet business targets
  • Assist in the strategic planning for business expansion, including development of new products, new customer segments, niche industry, new markets or new sales channels
  • Launch competitive products, services and promotions
  • Conduct evaluations and reviews to meet different market segment needs
  • Drive enhancement on investment products and services for relevant systems, documentation, selling processes and sales support tools


  • Master degree holder with major in Business Administration, Finance or Economics, or academic background with Minimum of 5 years of working experience in financial industry, particularly with prior experience in servicing institutional client, both Chinese and multinational
  • Strong investment product and client portfolio management knowledge and skill
  • Strong analytical skills and familiar with industry research
  • Excellent verbal and written communication skills in English and Mandarin
  • Based in Hong Kong and frequent travel is required
  • Proficiency in MS office (incl. Excel, Word and PowerPoint) is required
  • Knowledge and proficiency with investment tools like Bloomberg, Wind, etc.
  • Good interpersonal skills with strong team spirit

If you are seeking a dynamic environment in which to build your career in CLSA, please send your resume to Kindly specify the position title in the email subject for job application.

CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.

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