Investment Strategist - Hong Kong

Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in WealthTech, we are a team of passionate builders creating the future of wealth management.

The Right Profile

As we expand in Hong Kong, this is an exceptional opportunity to shape market strategy, influence product direction, and represent a rising regional brand at the forefront of digital wealth innovation.

If you are a seasoned investment strategist with a deep understanding of the Hong Kong market and you thrive as a thought leader, communicator and builder - this role offers the chance to create meaningful impact from day one.

Responsibilities

• Collaborate with the central investment team in Singapore and senior management to define the roadmap for Hong Kong’s wealth products including managed portfolios, cash solutions, thematic strategies, retirement products, & advisory content.

• Work closely with cross-functional teams, including investment professionals, advisors and technology experts, to implement solutions and ensure seamless integration with existing systems.

• Oversee Syfe’s managed portfolio strategies in Hong Kong including execution of daily trading activities, governance and implementation of regulatory requirements and risk management frameworks. 

Drive Investment Strategy through Thought Leadership

• Provide insights into the Hong Kong investment landscape, including but not limited to regulatory developments, investor preferences, MPF dynamics, ETFs, managed portfolios and thematic trends.

• Develop Hong Kong-specific macro and market perspectives by integrating Syfe’s regional investment outlooks and product planning.

• Craft and deliver timely, relevant and high-quality market insights and thought leadership, simplifying complex investment concepts for the mass-affluent audience via AI-assisted pipelines.

Minimum Qualifications

• 5+ years of investment experience in investment strategy, research or advisory roles in the Hong Kong market.
• Deep understanding of Hong Kong’s investment ecosystem - ETFs, managed accounts, regulatory frameworks, MPF and retail investor behaviour.
• Outstanding communication skills with media, public-speaking or client-facing presence.
• Ability to break down complex investment concepts into clear, actionable insights.
• Strong relationships across asset managers, issuers, research providers and/or industry bodies.
• Entrepreneurial mindset; comfortable operating autonomously in a fast-paced environment.
  
  

Preferred Qualifications

• Hold a CFP / CFA qualification.

• Previous experience as a Responsible Manager (RM) which involved advising on, managing, or overseeing Managed Portfolios in a PLUS.
  
  
  

Come As You Are

We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.

Due to the volume of applications, we regret that only shortlisted candidates will be notified.