Investment Director, Multi Family Office

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 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.