Investment Consultant

Michael Page • Full Time • Central And Western District, Hong Kong, HK • 21h ago

This role focuses on supporting investment decision-making through research, asset allocation, and portfolio analysis across multi-asset strategies. It also involves client-facing responsibilities, translating investment insights into tailored portfolio solutions for ultra-high-net-worth families.

Client Details

Our client is a Hong Kong-based multi-family office specializing in customized investment and wealth management solutions for ultra-high-net-worth clients. The firm differentiates itself through an institutional-grade investment platform, leveraging proprietary models, disciplined portfolio allocation, and robust risk architecture to deliver long-term wealth preservation.

Description

Conduct investment research across equities, fixed income, funds, and alternative asset classes, including fundamental analysis and valuation modelling.
Prepare investment recommendations and monitor macroeconomic trends and market developments。
Support portfolio management by tracking performance and calculating key risk/return metrics (e.g., volatility, drawdown, Sharpe ratio).
Assist in asset allocation and portfolio construction aligned with clients' objectives and risk profiles.
Produce client reporting materials, including portfolio updates and performance reviews.
Support cross-border investment structuring and execution, including due diligence and compliance processes.
Participate in client meetings, prepare presentation materials, and handle ongoing client inquiries.

Profile

2-4 years of experience in securities firms, investment banks, private banks, or asset management.
Strong analytical skills with experience in investment research, financial modelling, and portfolio analysis.
Solid understanding of multi-asset investment strategies and asset allocation frameworks.
Familiarity with Hong Kong financial markets, regulatory environment, and cross-border investment processes.
Strong communication skills with the ability to interact with sophisticated clients
Fluency in English and Mandarin preferred.

Job Offer

Direct reporting line to the CEO and CIO, with strong exposure to senior decision-makers.
A clearly defined career progression path, with the opportunity to develop into a Trader or Portfolio Manager within approximately one year.
Hands-on experience in managing institutional-grade portfolios for ultra-high-net-worth clients.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Fairy Wang +85225306129.

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