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Investment Consultant, a HK based boutique Multi-Asset Manager

Hong Kong Island Permanent View Job Description
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. You will gain Institutional multi-asset investing with direct UHNW client exposure.
  • Institutional multi-asset investment exposure
  • Fast-track to Trader / Portfolio Manager under CEO & CIO mentorship

About Our Client

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.

You will have the exposure to a top-tier institutional investment platform, hands-on multi-asset experience, and the opportunity to work directly with UHNW clients while accelerating career growth in portfolio management.

Job 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.

The Successful Applicant

  • 2-4 years of experience in securities firms, investment banks, private banks, asset management, wealth management, etc.
  • 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.
  • Experience in AI/systematic tools for data management or investment analysis is a plus.

What's on Offer

  • Direct reporting line to the CEO and CIO, with strong exposure to senior decision-makers.
  • Build a strong institutional investing foundation with exposure to real portfolio decisions and advanced allocation frameworks.
  • Accelerate your career through high visibility, steep learning curve, and direct involvement in impactful investment work.
  • Develop a well-rounded skill set across research, portfolio management, and client interaction in a fast-growing platform.
Contact
Fairy Wang
Quote job ref
JN-062026-7032365
Phone number
+852 25306129

Job summary

Function
Sales
Specialisation
Account Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong Island
Job Type:
Permanent
Consultant name
Fairy Wang
Consultant phone
+852 25306129
Job Reference
JN-062026-7032365

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.