Investment Research/ Investment Strategist, CIO Office

Company : Michael Page

Job Description - Investment Research/ Investment Strategist, CIO Office

Regional exposure with strong visibility to global investment strategy
Direct involvement in client engagement and investment advisory delivery

About Our Client

A leading international bank with a well-established private banking franchise, offering global investment expertise and comprehensive wealth solutions to HNW/UHNW clients across Asia.

Job Description

Role Overview

This role focuses on delivering market insights and investment strategies to support client advisory and drive business growth, while partnering closely with RM teams across the region.

Key Responsibilities

Deliver regular market updates and investment strategy briefings to frontline sales teams
Formulate and communicate investment ideas across asset classes, aligned with house view and CIO guidance
Support client meetings, portfolio reviews, and key investment discussions alongside RMs
Drive sales initiatives by translating market views into actionable investment solutions
Provide coaching and technical training to enhance RMs' investment knowledge and advisory capabilities
Partner with internal stakeholders across products, research, and sales to achieve business objectives

The Successful Applicant

Requirements

Bachelor's degree in Finance, Economics, or related disciplines
4-8 years of relevant experience in investment strategy, research, or advisory within banking/financial institutions
Strong understanding of multi-asset investment products (equities, fixed income, FX, funds, structured products)
HKSI licenses (Paper 1, 7, 8) or equivalent required
CFA / CFP or other professional qualifications preferred
Excellent presentation, communication, and stakeholder management skills
Strong market awareness with the ability to translate insights into client-friendly recommendations
Fluent in English and Chinese (Mandarin strongly preferred)

What's on Offer

Opportunities for career development within a reputable financial services organization.
Prime office location in the Central District with excellent transport links.
Comprehensive training and development programs to enhance your skillset.
Supportive and professional working environment.

If you are ready to advance your career in investment research within the financial services industry, we encourage you to apply today!

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Investment Research/ Investment Strategist, CIO Office

Job Description - Investment Research/ Investment Strategist, CIO Office

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