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Home / Director, Investment Consultant, Discretionary Portfolio Management, Multi Famil

Director, Investment Consultant, Discretionary Portfolio Management, Multi Famil

  • Full Time
  • Anywhere

King Deux Search & Consulting

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

Follow us at https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com

About Your Company

King Deux is partnering with a prestigious multi family office with renown success globally in supporting UHNWs in full suite family office service. We are looking for an Investment Director to join a well structured team investment office in supporting existing clients in global multi asset allocation.

About your role

  • Lead the design, implementation, and monitoring of global, cross-asset class investment portfolios aligned with client objectives.

  • Represent the Investment Team to clients, presenting strategies, conducting portfolio reviews, and delivering market and performance updates.

  • Develop tailored investment proposals and asset allocation recommendations for High Net Worth clients.

  • Oversee daily portfolio activities, including rebalancing, trading execution, and compliance with regulatory requirements.

  • Conduct and contribute to investment research, review third-party research, perform due diligence on funds, and recommend position adjustments.

  • Monitor market trends, macroeconomic developments, and portfolio exposures to identify risks and opportunities.

  • Streamline and enhance investment and trading processes through automation and best-practice implementation.

  • Prepare and deliver written reports, presentations, and thought leadership content for internal and external stakeholders.

  • Support internal training initiatives and participate in client development or business growth activities where appropriate.

What you will need to succeed

  • Degree plus 8+ years in investments with resources and leads to UHNWs in Asia

  • Fluent English and Chinese.

  • HK investment/trading license or willingness to get one.

  • Experience in asset/wealth management or private banking is a plus.

  • Detail-oriented, responsible, and trustworthy.

  • Strong written and verbal communication.

  • Proficient with Bloomberg, Excel, and related tools.

  • Basic coding ability and familiarity with trading platforms.

  • Confident in interacting with colleagues, management, and clients.

  • Able to multi-task in a fast-paced team environment.

How to Apply

Interested parties, please send your CV directly to y@kingdeux.com or apply directly.

Please note that only shortlisted applicants will be contacted.

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

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