Director, Investment Consultant, Discretionary Portfolio Management, Multi Famil
King 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 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
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Lead the design, implementation, and monitoring of global, cross-asset class investment portfolios aligned with client objectives.
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Represent the Investment Team to clients, presenting strategies, conducting portfolio reviews, and delivering market and performance updates.
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Develop tailored investment proposals and asset allocation recommendations for High Net Worth clients.
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Oversee daily portfolio activities, including rebalancing, trading execution, and compliance with regulatory requirements.
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Conduct and contribute to investment research, review third-party research, perform due diligence on funds, and recommend position adjustments.
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Monitor market trends, macroeconomic developments, and portfolio exposures to identify risks and opportunities.
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Streamline and enhance investment and trading processes through automation and best-practice implementation.
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Prepare and deliver written reports, presentations, and thought leadership content for internal and external stakeholders.
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Support internal training initiatives and participate in client development or business growth activities where appropriate.
What you will need to succeed
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Degree plus 8+ years in investments with resources and leads to UHNWs in Asia
- Fluent English and Chinese.
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HK investment/trading license or willingness to get one.
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Experience in asset/wealth management or private banking is a plus.
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Detail-oriented, responsible, and trustworthy.
- Strong written and verbal communication.
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Proficient with Bloomberg, Excel, and related tools.
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Basic coding ability and familiarity with trading platforms.
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Confident in interacting with colleagues, management, and clients.
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Able to multi-task in a fast-paced team environment.
How to Apply
Interested parties, please send your CV directly to or apply directly.
Please note that only shortlisted applicants will be contacted.
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