Wealth Management - Institutional Investment Solutions - Senior Portfolio Manager - Executive Director
On-site · Hong Kong Island, Hong Kong
Job Summary
Senior Portfolio Manager within the Institutional Investment Solutions (IIS) team at J.P. Morgan Wealth Management Solutions in Hong Kong. Partner with International Private Bank Advisors to deliver IIS capabilities to large asset owner clients, serving as the primary portfolio manager for multi-asset solutions in discretionary and consultative/advisory frameworks. Lead bespoke multi-asset portfolio management, design long-term investment strategies aligned with client plans, advise on strategic asset allocation and governance frameworks, coordinate with advisors and investors, oversee allocations across accounts including hedge funds, private equity, and real asset markets, conduct regular investment reviews, deliver thought leadership and client education, deepen engagement with family offices/endowments/retirement plans, drive new business growth, maintain proactive client communication and governance/compliance.
Required Qualifications
- Minimum 15 years of investment experience in an institutional chief investment office, institutional multi-asset practice, or direct work with institutional clients
- Demonstrated track record managing global multi-asset portfolios, with emphasis on alternative investments and global market strategies
- Expertise in strategic asset allocation, portfolio construction, and cross-asset class analysis
- Experience designing and implementing customized discretionary and advisory solutions
- Proven ability to advise on investment policy and governance for institutional investors
- Strong written and verbal communication skills with the ability to explain complex concepts to sophisticated stakeholders in both English and Chinese
- Collaborative relationship builder with experience partnering across advisors, investors, and internal teams
- Regulatory licenses in Hong Kong: Type 1, Type 4, and Type 9 or ability to obtain
- Recognized industry credential such as Chartered Financial Analyst (CFA)
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