Investment Strategist

2 weeks ago


hong kong, Hong Kong SAR China ALL-STAR AGENCY Full time

Senior / Investment Strategist We are recruiting for an established bank for a Senior / Investment Strategist to be responsible for formulating asset allocation strategy and be a regular spokesperson with the media about the bank's asset allocation strategies and other investment-related matters. You will prepare periodical investment-related publications to drive investment-related activities for Private Banking and Personal Banking customers. Role Responsibilities Assist the Head of Department in achieving revenue target of the Department and the Bank by driving fee income from investment products. Prepare periodical investment publications to drive investment-related activities of Private Banking, Personal Banking, and Corporate Banking Clients; Develop a House View on various asset classes (namely FX ) across regions and industry sectors; and formulate a comprehensive investment view for the Bank; Serve as a regular spokesperson with the media about the bank's asset allocation strategies and other investment-related matters. Feature in shortform content across media channels, and brand awareness in local and international media; Prepare daily market commentaries, news flashes and client-facing investment thought pieces; Contribute to bilingual (English and Chinese) investment content and prepare investment publications; Attend and communicate strategy views during morning sales meetings, team meetings, product development meetings; Present investment views in media and conferences and demonstrate compelling thought leadership. Work closely with internal stakeholders, such as Product Specialists of different asset classes at Investment Products Advisory Department to get updated trade ideas and product information. Communicate investment views to internal stakeholders, Relationship Managers and Clients; Attend selective client meetings along with Relationship Managers to discuss macroeconomic views and to follow up on Client requests; Build model advisory portfolios for different client profiles with suggested asset allocation; Other jobs and duties as assigned Role Requirements University graduate from a reputable institution, preferably majoring in economic, finance, or relevant professional qualification. At least 10 years of relevant working experience, from a reputable financial institution. CFA is preferred. Passed HKSI Paper 1, 7, 8. HKIB quallification is an advantage. Solid managerial experience of 5 years, preferably at a similar background. Sound knowledge of investment and financial products. Knowledge of FX is a must. Knowledge of relevant rules and regulations. Strong presentation, public-speaking and interpersonal skills with experience of facing the media and handling difficult questions. Good spoken and written English, Chinese and fluency in Mandarin will be essential. #J-18808-Ljbffr



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