PWM Investment Strategist
4 weeks ago
Job Responsibilities
- Conduct 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 high-net-worth clients' portfolio strategies to achieve optimal risk-adjusted returns using listed products.
- Provide regular market strategy reports and competitor dynamics to explore investment opportunities.
- Host regular market strategy presentations to internal teams, clients, and industry events to communicate findings and strategic recommendations.
- Maintain adherence to best practices and compliance requirements, ensuring investment activities align with regulations and company policies.
Qualifications
- Masters degree or higher in finance, economics, or a related field.
- A minimum of 3 years of experience in investment analysis or strategic planning, focusing 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 at various levels.
- Effective decision-making skills to make accurate judgments in a fast-paced environment.
- Basic knowledge of PWM products, including hedge funds, structure notes, and cash bonds.
- Excellent teamwork spirit and cross-cultural communication abilities.
- Business travel may be required.
- Willingness to travel and work in Shanghai/Beijing.
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