Description

• Provide regular investment market and strategy updates that cover macroeconomic trends, industry patterns, market structures, and regulatory environments.
• Maintain a proactive collaborative relationship with relationship managers to identify client needs, enhance clients' understanding of products, services, and investments, and provide timely and appropriate investment solutions.
• Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.
• Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
• Ensure strict compliance with all internal policies and procedures, as well as all regulatory requirements.

• Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or a related field.
• Holder of an SFC license type 1 and 4 for regulated activity, and CFA, FRM, or related professional qualifications.
• A minimum of 5 years of experience in investment analysis or related fields, with a focus on the U.S. and/or Hong Kong markets.
• Proficiency in English, Mandarin, and Cantonese.
• Strong self-motivation, ability to work independently, and a team-oriented spirit.
• Clear and precise decision-making skills, along with strong communication and presentation skills to illustrate investment concepts.
• Depth understanding of private wealth products such as funds, structured notes, cash, and bonds, with the ability to provide professional and standardized product interpretations.