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Senior Investment Strategist, Expanding Securities Services

icon building Company : Hays
icon briefcase Job Type : Full Time

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Job Description - Senior Investment Strategist, Expanding Securities Services

Your new company

  • An expanding Securities Services company is looking for a Senior Investment Strategist.


Your new role
1. Investment Strategy & Research Leadership
  • Lead Hong Kong and U.S. equity market strategy, producing high-quality macro, sector, and asset allocation views
  • Develop and define the firm's core strategy frameworks, rating methodologies, and market outlooks
  • Conduct in-depth company research, management interviews, and on-site due diligence
  • Serve as the final professional gatekeeper on major strategy and fundamental research outputs
2. Brand & Public Representation
  • Act as the firm's senior investment spokesperson across media, programs, events, and digital channels. Such as on TVB, Now, Phoenix, etc.
  • Appear in investment programs, documentaries, and thought-leadership content as the firm's representative strategist
  • Build a trusted, professional public profile that enhances corporate credibility and brand recognition
3. Client & Business Impact
  • Translate investment insights into actionable strategies that support client asset growth and inflows
  • Participate in key market briefings, live market sessions, and strategy updates to drive engagement and conversion
  • Provide professional support to wealth advisors for ultra-high-net-worth and private clients
  • Act as a lead speaker for closed-door strategy meetings, client forums, and professional investment events
4. Product & Organisational Enablement
  • Embed strategic thinking into investment products, advisory services, and educational tools
  • Collaborate with product, research, and content teams to ensure strategy is commercially effective
  • Deliver internal training and mentorship, raising the overall investment capability of the organization


What you'll need to succeed
  • 10+ years' experience as a senior or chief strategist at a leading investment bank or brokerage firm
  • Track record of publicly available market views with verifiable accuracy
  • Extensive experience in media appearances, financial programs, or public speaking
  • High personal credibility, recognisable professional style, and IP-branding potential
  • Cross-market expertise (Hong Kong, U.S., and China equities) is a strong advantage
  • Strong communication skills with ability to engage senior corporate executives (CEO/CFO level)
  • Confident on-camera presence; articulate, composed, and credible in live or recorded settings
  • Deep understanding of securities brokerage and wealth management business models
  • Strong communication skills in written and spoken Chinese Cantonese, Mandarin and English


What you need to do now

  • If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Keith Ho now @22307474. Alternatively, you can send Keith your CV to [email protected]. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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