PWM Investment Strategist
5 days 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 #J-18808-Ljbffr
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Investment Strategist
5 days ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeInvestment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...
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Senior Investment Counsellor
5 days ago
Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full timeA leading regional securities and asset management firm with a strong footprint across Asia is partnering with Randstad to hire a Senior Investment Counsellor for their expanding Private Wealth Management division. This is a critical role for an experienced individual looking to join a dynamic and collaborative front‑office team. The Role: As a Senior...
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Investment Strategist: Client Communications
5 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA prominent bank in Hong Kong is seeking an Investment Strategist to bridge the investment and business teams, enhancing client communication and driving sales efforts. Candidates should have 5-10 years of relevant experience, a degree in a related field, and proficiency in Bloomberg and Microsoft applications. Strong interpersonal, writing, and presentation...
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Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeA financial institution in Hong Kong seeks an Investment Strategist to formulate asset allocation strategies and drive investment activities for various banking sectors. The role involves crafting investment publications and collaborating with internal stakeholders, focusing on client interactions and media presentations. Ideal candidates will possess a...
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Investment Strategist
2 weeks ago
hong kong, Hong Kong SAR China ALL-STAR AGENCY Full timeSenior / 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...
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Investment Strategist: Communicate Strategy
3 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading asset management firm in Hong Kong is seeking an experienced Investment Strategist to enhance client communication and sales efforts. The ideal candidate will have 5-10 years of experience in investment markets, strong writing skills in Chinese and English, and proficiency in Bloomberg. The role includes articulating investment strategies and...
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Investment Strategist
5 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeAbout the role We are currently seeking a high caliber professional to join our department as Investment Strategist . Serve as a bridge between the investment team and business-related teams to enhance client communication and drive sales efforts. Represent the investment teams (including indexing, actively managed equities, and fixed income) by articulating...
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Senior Investment Strategist, Private Wealth
2 weeks ago
hong kong, Hong Kong SAR China ALL-STAR AGENCY Full timeA leading financial institution in Hong Kong is seeking a Senior / Investment Strategist to formulate asset allocation strategies and serve as a spokesperson in media. The candidate should have at least 10 years of experience in financial institutions, solid managerial skills, and fluency in English and Chinese. This role involves preparing investment...
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Senior Investment Strategist
5 days ago
Hong Kong Island, Hong Kong SAR China Captar Partners Limited Full timeA leading regional bank in Hong Kong is seeking an Associate Director/Director, Investment Strategist. The ideal candidate will have over 10 years of experience in research and asset management with a strong focus on macroeconomics. The role requires conducting in-depth research, developing multi-asset strategies, and collaborating with product specialists....
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Hong Kong Island, Hong Kong SAR China Captar Partners Limited Full timeAssociate Director / Director, Investment Strategist Leading Regional Bank Great Remuneration Package Great Exposure This leading Regional Bank is looking for a seasoned investment strategist covering macro and all asset classes for individual and institutional clients. You will join a team of 5 and receive excellent exposure and remuneration....