Portfolio Manager (Greater China)

About the role

The Portfolio Manager is a member of the Chief Investment Officer Office (CIOO) Asia & Middle East Team, reporting to the Head of CIOO Asia & Middle East (Asia Equities Team). The role supports the expansion of the CIOO business across Asia, with a focus on growth in the Greater China segment, and is accountable for constructing and managing Discretionary Portfolio Management (DPM) mandates. It works closely with Relationship Managers to originate and convert client opportunities and helps deliver net new flow targets.

Key responsibilities

• Construct and manage client portfolios in line with their objectives and risk profiles.
• Engage directly with clients in Business Mandarin and English, giving investment insights and portfolio updates.
• Partner with Relationship Managers to originate and convert DPM opportunities in Greater China.
• Prepare investment proposals, portfolio reviews and client presentations.
• Ensure portfolios comply with mandate guidelines, regulations and internal policies.

Required profile

• 8-15 years in portfolio management, DPM mandates or multi-asset investing, with an excellent track record in multi-asset portfolio management and client advisory.
• Completed regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6.
• CFA qualification is an advantage; Bloomberg knowledge is a plus.
• MAS RNF registered representative to perform regulated activities in Fund Management.
• Strong client-facing skills, ability to prioritise and manage stress, and self-driven ownership.

Required skills

• Native or near-native Business Mandarin and strong English.
• Analytical, decision-making and problem-solving skills.
• Proficiency in PowerPoint, Excel and Word.