PWM Investment Strategist

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time
Job Summary

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

Key Responsibilities
  • Market Analysis: Conduct thorough analysis of the U.S. and Hong Kong markets to identify trends, patterns, and regulatory environments that impact investment decisions.
  • Strategy Development: Develop and implement investment strategies for high net worth clients to achieve optimal risk-adjusted returns.
  • Collaboration: Work closely with Macro Expert and Equity Research Analyst to share insights and formulate global investment strategies.
  • Reporting: Provide regular market strategy reports and competitor dynamics to explore investment opportunities.
  • Communication: Host regular market strategy presentations to internal teams, clients, and at relevant industry events to communicate findings and strategic recommendations.
Requirements
  • Education: Master's degree or higher in finance, economics, or a related field.
  • Experience: Minimum of 3 years of experience in investment analysis or strategic planning with a focus on the U.S. and/or Hong Kong markets.
  • Certifications: Holder of SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications.
  • Skills: 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, and basic knowledge of PWM products.
What We Offer

We offer a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive compensation package.

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