Director, Portfolio Solution

Key Responsibilities

• Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients
• Work closely with sale advisers to position Model Portfolios as core portfolio solutions
• Conduct client presentations and product briefings to explain portfolio construction, risk profiles, and investment rationale
• Develop new client opportunities and deepen existing relationships
• Collaborate with investment and product teams to provide holistic wealth solutions to clients

Requirements

• Degree in Finance, Business, or a related discipline
• 10-12 years of relevant experience in wealth management sales or asset management
• Proven sales background with a strong record in client acquisition and relationship management
• Comfortable with proactive prospecting and cold calling
• Ability to explain investment ideas clearly to non-specialist clients
• Working knowledge (not specialist expertise) of asset allocation, diversification, and portfolio risk concepts
• Fluency in spoken and written English; conversational Mandarin preferred