PWM Investment Strategist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time
{"title": "PWM Investment Strategist", "content": "Job Summary

Futu Securities International (Hong Kong) Limited is seeking a highly skilled PWM Investment Strategist to join our team. As a key member of our investment team, you will be responsible for conducting in-depth analysis of the U.S. and Hong Kong markets to provide regular investment strategies.

Key Responsibilities
  • Conduct thorough market analysis to identify investment opportunities and provide strategic recommendations to clients.
  • Collaborate with our Macro Expert and Equity Research Analyst to share insights and develop global investment strategies.
  • Develop and manage high net worth clients' portfolios to achieve optimal risk-adjusted returns.
  • Provide regular market strategy reports and competitor dynamics to explore investment opportunities.
  • Host market strategy presentations to internal teams, clients, and industry events to communicate findings and strategic recommendations.
  • Ensure compliance with regulations and company policies.
Requirements
  • Master's degree or higher in finance, economics, or a related field.
  • Minimum 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 to convey complex investment concepts to clients.
  • Effective decision-making skills to make accurate judgments in a fast-paced environment.
  • Basic knowledge of PWM products, such as hedge funds, structure notes, and cash bonds.
  • Excellent teamwork spirit and cross-cultural communication abilities.
  • Business trip may be required.
  • Willing to travel and work in Shanghai/Beijing.
", "lang_code": "en"}

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