PWM Investment Strategist (HK/US Market)

Job Responsibilities

• Conduct in-depth analysis of the U.S. and Hong Kong markets to provide regular related investment strategies including macroeconomic trends, industry patterns, market structures, and regulatory environments
• Working closely with Macro Expert and Equity Research Analyst to share insights and help formulate global investment strategies
• Develop and manage HNW clients; portfolio strategies to achieve optimal risk-adjusted returns using listed products
• Provide regular market strategy reports and competitor dynamics to explore investment opportunities
• Host regular market strategy presentations to internal teams, clients, and at relevant industry events to communicate findings and strategic recommendations
• Adhere to best practices and compliance requirements, ensuring investment activities are in line with regulations and company policies

Qualifications

• Master's degree or higher in finance, economics, or a related field
• A minimum of 3 years of experience in investment analysis or strategic planning with a focus on the U.S. and/or Hong Kong markets
• Holder of SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications
• Strong communication skills with the ability to convey complex investment concepts clearly to clients at various levels
• Effective decision-making skills with the ability to make accurate judgments in a fast-paced environment
• Have basic knowledge of PWM products, i.e. hedge fund, structure notes, cash bond
• Excellent teamwork spirit and cross-cultural communication abilities.
• Business trip may be required
• Willing to travel and work in Shanghai/Beijing