Portfolio Manager – Investment Strategy & Stakeholder Lead

Key Responsibilities

• Manage and monitor investment portfolios and related reporting activities
• Conduct market research and investment analysis across various asset classes
• Liaise with internal and external stakeholders, including banks, service providers, and business partners
• Support portfolio performance reviews, risk monitoring, and investment operations
• Prepare investment-related reports and presentations for management

Requirements

• Master’s degree in Finance, Accounting, Economics, Business, or related disciplines
• Relevant experience in portfolio management, investment management, family office, private banking, or related financial services environments preferred
• Strong analytical, communication, and stakeholder management skills
• Ability to work independently and handle confidential information professionally
• Proficient in analytical tools and Microsoft Office applications

Additional Requirements

• Candidate must be able to communicate fluently in both English and Chinese in order to liaise with Chinese‑speaking stakeholders and colleagues.

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