PWM Investment Strategist
4 weeks ago
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.
- 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.
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PWM Portfolio Strategist
21 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeWe are seeking a PWM Investment Strategist to join our team at Futu Securities International (Hong Kong) Limited. The successful candidate will be responsible for conducting in-depth analysis of the U.S. and Hong Kong markets to provide regular related investment strategies. This will include macroeconomic trends, industry patterns, market structures, and...
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PWM Investment Strategist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob ResponsibilitiesConduct in-depth analysis of the U.S. and Hong Kong markets to provide regular investment strategies, including macroeconomic trends, industry patterns, market structures, and regulatory environments.Collaborate with Macro Experts and Equity Research Analysts to share insights and formulate global investment strategies.Develop and manage...
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PWM Investment Consultant
21 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob Summary:Futu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Advisor to join our team. The ideal candidate will be proficient in the stock market and able to communicate business needs effectively.Key Responsibilities:Familiarize with financial business, communicate business needs, and be proficient in the stock...
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PWM Investment Consultant
4 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 is seeking a skilled PWM Investment Advisor to join our team.Key ResponsibilitiesDevelop a deep understanding of the financial industry and communicate effectively with business stakeholders to identify opportunities and challenges.Stay up-to-date with market trends and analyze data to inform...
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PWM Investment Advisor
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Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeAs a PWM Investment Advisor at Futu Securities International (Hong Kong) Limited, you will be responsible for familiarizing yourself with the financial business, communicating business needs, and organizing materials to be proficient in the stock market.Key responsibilities include:Familiarizing with company/institutional business, communicating business...
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