Senior Investment Strategist, Private Wealth

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...

Investment 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...

A leading regional securities and asset management firm is seeking a Senior Investment Counsellor for their Private Wealth Management division in Hong Kong. The role focuses on providing sophisticated investment advice, formulating bespoke strategies, and collaborating with relationship managers to serve a discerning client base. Ideal candidates will have...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

A leading financial institution in Hong Kong seeks an experienced investment advisor to provide strategic and trading advice to private wealth clients. Candidates should possess at least 6-10 years of relevant experience along with a degree in finance or business, and ideally, a CFA designation. The position emphasizes building long-lasting relationships...

A premier financial institute in Hong Kong is looking for a VP, Treasures Private Clients Investment Counsellor. You will provide tailored investment strategies, lead discussions to enhance portfolio performance, and build long-term client relationships. The ideal candidate has a strong background in financial products and at least 6 years of experience in...

Company Background SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of...

Overview Join to apply for the Investment Counselor – Private Wealth role at Chubb . Responsibilities Conduct research, analysis, and regular updates on global market trends—including alternative investments such as private equity, hedge funds, private credit, and real assets—for advisors and clients. Prepare, review, and enhance investment materials...

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A leading investment organization in Hong Kong seeks an experienced Investment Counselor to provide portfolio advisory services to private wealth clients. The role involves building long-term relationships, delivering multi-asset investment strategies, and assisting in maximizing portfolio performance. Candidates should have 8+ years of experience in Private...