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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 [email protected] or apply directly.
Please note that only shortlisted applicants will be contacted.
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