Hong Kong onlyKing 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.
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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 both investment and wealth management, succession and tax planning. We are looking for an Investment Director to join a well structured team in supporting existing clients and onboarding new leads.
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.
Collaborate with cross-functional teams (tax, estate, and planning) to deliver holistic wealth management solutions.
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 10+ 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.
AF, AM + 49 more
Taiwan only
United States only
China only