Develop optimal portfolios tailored to different client risk profiles and investment objectives;Develop strategic and tactical asset allocation views for portfolios;Stay continuously informed about macroeconomic and market trends;Monitor portfolio performance, manage risks, and ensure compliance with internal investment frameworks, regulations, and client requirements;Conduct periodic portfolio performance monitoring;Collaborate closely with related departments, including sales and trading teams, global research teams, and wealth management bankers;Communicate investment decisions, underlying rationale, and performance outcomes to brokers and, where necessary, directly to clients;Participate in discussions related to client investment portfolios and prepare investment materials when needed;Improve portfolio management processes and support digital transformation initiatives;Ensure full compliance with local and international regulatory requirements (e.g., MiFID II, ESMA) and the company’s internal policies;Mentor and support junior portfolio managers and analysts.
