Senior Investment Manager

We are seeking an innovative Investment Manager to support our growing wealth operation. The role requires a strong understanding of financial markets, asset allocation and investment products including mutual funds and alternatives and structured products. This will be a customer facing role, so the individual should be comfortable presenting on investment topics to HNW customers and public speaking.

Responsibilities:

• Prepare documents or information related to the asset allocation advice, house views for direct communication to advisors and clients or at internal and external client seminars and conferences.

• Work closely with the overall investment team and fund management partners on the selection, due diligence and onboarding of new products and strategies.

• Work with bank partners on the design and distribution of structured products.

• Use inhouse digital tools to build separately managed portfolios for distribution to HNW and retail customers through our digital wealth platform.

• Work closely with the inhouse distribution team to support them in delivering products and solutions aligned with their wealth needs.

Qualifications:

• SFC licensed Responsible Officer for Type 9 activities. LR status for type 1 and 4 would also be an advantage.

• 7+ years of experience in research, asset allocation or advisory roles, within the asset management, wealth or banking industry.

• Excellent communication, interpersonal, and presentation skills.

• Ability to work independently and as part of a team, with a strong focus on collaboration and results.

• Passion for innovation and a desire to make a positive impact on the financial lives of our clients.