PWM Portfolio Strategist

4 weeks ago


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

We 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 regulatory environments.

The PWM Investment Strategist will work closely with our Macro Expert and Equity Research Analyst to share insights and help formulate global investment strategies. The role requires developing and managing HNW clients; portfolio strategies to achieve optimal risk-adjusted returns using listed products.

Key responsibilities will include providing regular market strategy reports and competitor dynamics to explore investment opportunities. The successful candidate will also host regular market strategy presentations to internal teams, clients, and at relevant industry events to communicate findings and strategic recommendations.

To be successful in this role, the PWM Investment Strategist will need to adhere to best practices and compliance requirements, ensuring investment activities are in line with regulations and company policies.

The ideal candidate will hold a 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 is also required.

In addition, the successful candidate will be required to hold an SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications.

The role requires 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 are also essential.

The PWM Investment Strategist will also have basic knowledge of PWM products, i.e. hedge fund, structure notes, cash bond. Excellent teamwork spirit and cross-cultural communication abilities are also required.

Business trip may be required, and the successful candidate will be willing to travel and work in Shanghai/Beijing.



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