Investment Manager

SUMMARY:
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POSITION INFO:

Investment Manager

We are seeking an experienced and results-driven Investment Manager to lead funding, relationship, and compliance efforts within a dynamic financial services environment. The role requires a seasoned professional with strong commercial acumen, regulatory understanding, and the ability to engage high-value clients across banking and investment portfolios.

This is an exciting opportunity for someone with a background in wealth or portfolio management, who thrives in a fast-paced, client-driven environment and enjoys shaping funding strategies aligned with business goals.

Role Overview

The Investment Manager will be responsible for promoting funding-related products, managing client onboarding and relationships, and ensuring adherence to compliance frameworks. The role involves close collaboration with internal treasury teams and external clients to ensure effective marketing of financial services, day-to-day funding operations, and sustainable client engagement.

Key Responsibilities

Marketing & Business Development

• Attract new investors and drive client engagement to meet Treasury and Executive targets
• Promote cross-selling of financial services (including loans, cross-border products)
• Represent the brand at client meetings and corporate functions
• Market all treasury products and funding solutions effectively

Internal & Treasury Operations

• Maintain strong working relationships with Treasury and back-office teams
• Provide accurate, market-related interest rate quotes and ensure timely trade confirmations
• Assist Treasury with liquidity management and regulatory reporting (LCR/NSFR)
• Implement daily funding strategies and contribute to long-term funding optimisation

Compliance & Risk Management

• Ensure all FICA/KYC documentation is complete and accurate
• Conduct AML risk assessments and ensure timely reporting of suspicious transactions
• Maintain up-to-date compliance registers and participate in internal audits
• Re-identify clients per regulatory requirements and update internal systems

Brand Expansion & Social Responsibility

• Participate in charity and hospitality events hosted by the office
• Support engagements with high-profile delegations and stakeholders

Qualifications & Experience

• A relevant degree in Finance, Investments, or related field (essential)
• 5–8 years of experience in the financial services industry, ideally in investment or wealth management
• Strong exposure to corporate banking, portfolio development, and relationship management
• Experience with compliance frameworks and internal risk controls
• Proficient in Excel and financial systems; Chinese language skills are a plus

Skills & Attributes

• Strong analytical and problem-solving ability
• Confident communicator with the ability to manage client and internal stakeholder expectations
• High attention to detail, integrity, and ability to multitask under pressure
• Driven, proactive, and solutions-oriented with a collaborative mindset
• Comfortable working in a structured, compliance-heavy environment

Why Join?

• Strategic, client-facing role in a global banking environment
• Opportunity to shape funding and investment strategies
• Engage with high-value clients and internal leadership
• Hybrid work structure with flexibility

If you have not heard from us within 10 working days, please consider your application unsuccessful.