PWM Investment Strategist
4 months ago
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
-
PWM Investment Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob DescriptionFutu Securities International (Hong Kong) Limited seeks a skilled PWM Investment Strategist to join our team in Shanghai/Beijing.Key Responsibilities:Conduct thorough market analysis of the U.S. and Hong Kong markets, providing regular investment strategies based on macroeconomic trends, industry patterns, and regulatory...
-
PWM Investment Consultant
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeCompany Overview:Futu Securities International (Hong Kong) Limited is a leading financial institution providing innovative investment solutions.Job Title: PWM Investment AdvisorSalary: HKD 60,000 - 80,000 per monthJob Description:We are seeking a skilled PWM Investment Advisor to join our team. As a key member of our investment department, you will be...
-
Chief Investment Strategist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeUnlock Career Opportunities as a Chief Investment Strategist at Futu Securities International (Hong Kong) LimitedAbout the RoleWe are seeking an experienced PWM Investment Strategist to join our team in Shanghai/Beijing. As a Chief Investment Strategist, you will be responsible for conducting in-depth analysis of the U.S. and Hong Kong markets to provide...
-
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeJob DescriptionWe are seeking a highly motivated and organized Financial Strategist to join our Global Wealth Management team in Hong Kong.About the RoleSupport the COO and Asia PWM Region Heads in managerial initiatives and oversight of the PWM businessWork closely with PWM teams on various issues, including business metric reporting and forecasting, office...
-
Wealth Management Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeAbout the RoleFutu Securities International (Hong Kong) Limited is seeking a seasoned Wealth Management Strategist to join our team in Shenzhen.Job DescriptionWe are looking for an experienced Private Wealth Management Manager who can lead our VIP clients to achieve their financial goals. As a key member of our PWM team, you will be responsible for building...
-
Investment Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full timeJob Title:Investment StrategistAbout the Role:We are seeking a skilled Investment Strategist to join our team at One Arrow Consulting. As an Investment Strategist, you will be responsible for developing and implementing investment strategies for a portfolio of investments.Responsibilities:Investment Strategy Development: Create and implement investment plans...
-
Investment Solutions Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full timeWe're seeking a skilled Investment Solutions Strategist to join our team at Standard Chartered. In this role, you will be responsible for providing sound investment recommendations to private banking clients and driving the growth of discretionary portfolio mandates.About the RoleIn line with our Fair Pay Charter, we offer a competitive salary range of...
-
Chief Investment Strategist Director
16 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Captar Partners Full timeCompany OverviewCaptar Partners, a leading investment firm, is seeking an experienced Chief Investment Strategist Director to join our team. As a seasoned investment professional, you will be responsible for providing strategic guidance on investment opportunities and helping us make informed decisions.SalaryThe salary range for this position is HKD...
-
China E-commerce Investment Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full timeJob Summary: We are seeking an experienced China e-commerce investment strategist to join our team at Global Sage Hong Kong.About the Role: As a China e-commerce investment strategist, you will be responsible for analyzing China listed companies in the e-commerce sector from a buyside perspective. This includes writing investment reports, maintaining regular...
-
Senior Fixed Income Investment Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China ICBC Asset Management (Global) Full timeJob SummaryWe are seeking an experienced Senior Fixed Income Investment Strategist to join our team at ICBC Asset Management (Global). In this role, you will lead a team of fixed income investment professionals and develop investment strategies that align with the company's overall strategy.
-
Strategic Market Analyst
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob SummaryFutu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Strategist to join our team.About the RoleThis is a key position responsible for conducting in-depth market analysis and providing regular investment strategies to high net worth clients. The successful candidate will work closely with our macro expert and equity...
-
Global Investment Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout Your RoleWe are seeking a highly skilled and experienced investment professional to join our team as a Global Investment Strategist. This is an exciting opportunity for someone who wants to take on a leadership role in driving investment decisions and developing strategic initiatives.As a key member of the investment team, you will be responsible for...
-
Global Business Development Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Avenir Investment Management Limited Full timeAbout Avenir Investment Management LimitedAvenir Investment Management Limited is a dynamic financial services company committed to excellence in the industry. We prioritize continuous learning and professional growth, fostering a culture of innovation and development.Our group includes Asset Management, Crypto Exchange, and Web3 Technology businesses, with...
-
Investment Consultant, Asset Management
3 days ago
Hong Kong, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time知名险资资管招聘财富管理Investment Consultant, 懂产品(最好是二级股票),在Family office或者PWM/Private banking工作过10年以上,base HK。感兴趣请联系Lisa,微信号yxllike。欢迎转发自荐
-
Head of Investment Strategist
3 days ago
Hong Kong, Hong Kong SAR China Captar Partners Full timeLeading Chinese Bank Great Remuneration Package C-suite with Great Exposure company overview. This leading Chinese Bank is looking for seasoned investment talent to lead their team, acting as macro-market commentators leading a team of 10. Great exposure and great remuneration package are provided. job scope. As the Head of Investment Strategist in a...
-
Data Management Strategist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unity Partners Full timeAbout the RoleWe are seeking a highly skilled Data Management Strategist to join our team at Unity Partners.Key Responsibilities:Develop and execute a comprehensive data management strategy aligned with business objectives, prioritizing data quality and integrity.Collaborate with stakeholders to identify data needs and propose solutions that drive...
-
Investment Portfolio Strategist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeCompany Overview">Selby Jennings is a leading global recruitment firm specializing in financial services.">Job Description">We are seeking an experienced Investment Portfolio Strategist to join our team. As a key member of our wealth management platform, you will oversee the onboarding process for new investment products and provide expert guidance on...
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Description:As an Investment Strategist for Bank of China (Hong Kong) Limited, you will play a key role in the post-investment management of our Real Estate Fund. Your responsibilities will include conducting thorough due diligence on private equity managers, strategies, and performance across global markets to evaluate investment opportunities, risks,...
-
Hong Kong, Central and Western District, Hong Kong SAR China PIMCO Full timeJob DescriptionPIMCO is a global leader in active fixed income, with a deep understanding of public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Our flexible capital base and deep relationships with issuers have helped us...
-
Chief Data Governance Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unity Partners Full timeJob SummaryWe are seeking a seasoned Chief Data Governance Strategist to join our team at Unity Partners. This role plays a vital part in shaping the data strategy and governance practices for Private Wealth Management.About the RoleThis is an exciting opportunity for a skilled Business Analyst, Data Management professional to drive data orchestration...