Mandate/Portfolio Specialist - European Private Banking


Hong Kong
Permanent
$600,000 - $720,000 HKD a year
Wealth Management
PR/614841_1792078179
Mandate/Portfolio Specialist - European Private Banking

Our client is seeking a detail-oriented professional to support portfolio implementation, investment operations, and business process enhancement activities within a wealth and asset management environment. The candidate will work closely with investment teams, operations, and business stakeholders to ensure the smooth execution and administration of client portfolios while contributing to ongoing process improvements.
Responsibilities
  • Support the implementation and ongoing maintenance of discretionary and advisory investment portfolios across multiple asset classes.
  • Partner with investment, operations, and business teams to review existing workflows and identify opportunities for greater efficiency.
  • Monitor portfolio-related activities and investigate discrepancies, ensuring timely resolution of operational issues.
  • Maintain portfolio structures, investment guidelines, benchmark information, and related investment records.
  • Produce and review portfolio reports, investment data, and management information to support internal stakeholders.
  • Support process optimisation initiatives aimed at enhancing portfolio administration and reporting capabilities.
  • Assist with business change initiatives by preparing documentation, coordinating stakeholder feedback, and tracking project deliverables.

Requirements

  • Minimum 5 years of experience within investment operations, portfolio implementation, fund operations, wealth management, asset management, or private banking.
  • Strong understanding of portfolio management concepts, investment products, and portfolio administration processes.
  • Strong analytical and problem-solving skills with excellent attention to detail.
  • Advanced Excel skills and experience working with data using VBA, Python, SQL or other automation skills.
  • Strong stakeholder management and communication skills with the ability to work effectively across teams.
  • Proactive, collaborative, and client-focused mindset.

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