You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Portfolio ManagementOptimise risk adjusted returns within risk limits and capital requirementsMonitor compliance with internal governance (PPP, internal Investment OGs etc)Work with ALM on strategic asset allocation strategy developmentPropose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategiesManage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirementsSearch, propose and implement new asset classesLiaise with Finance and other teams on executing trades, initiatives and reportingUnderstand IFRS 17 and solvency capital impactsEnsure portfolio compliance with local (HKIA) investment regulationsAssist in other HK/Bermuda/Singapore investment portfolio as requiredReview notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment planInvestment Reporting and AnalysisPrepare portfolio analytics and reporting, including reports relating to General Account, capital marketsCoordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)Review and input into the Annual investment plan processBusiness SupportProvide investment support for new product developmentReview assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment PlanOthersParticipate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment TeamSystem, service analysis and procurementPreferred skillsStrong knowledge of Microsoft Word, Excel and Power PointA good understanding of the investment marketAbility to prioritise time and tasks effectively to meet deadlinesFamiliarity with third-party system providers like Bloomberg, Aladdin, Tableau a plusHands on experience in managing investment portfolios and asset managers a plusRequirementThe minimum education level is a Bachelor’s Degree obtained from a recognizable universityOther educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not requiredAt least 5 years working experience in related fieldsJob Category: Asset ManagementPosting End Date: 29/12/2025
