PWM Investment Strategist

4 weeks ago


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

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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