
Assistant Investment Strategist, Chief Investment Office (Private Bank and Premier Wealth) - International Wealth and Premier Banking
- Central, Hong Kong
- Permanent
- Full-time
- Identify and analyse macro and thematic trends globally and locally to meet investment needs of our clients in Asia.
- Conduct top-down financial market and industry research that contributes to the Asia Regional Investment Committee's investment process.
- Support the Regional Chief Investment Officers (CIO) and Investment Strategists to develop regional investment strategies across all asset classes.
- Identify the best-in-class investment products for the implementation of multi asset allocation, investment themes and other tactical ideas.
- Contribute to cross-asset collaboration with Asia Product Teams in steering product fulfilment for multi asset allocation and high conviction themes.
- Monitor investment performance of investment products for asset allocation, investment themes and other tactical ideas both on a standalone and a portfolio basis.
- Create investment content for CIO publications and products fulfilment in alignment of CIO House View.
- Contribute to direct client servicing, client pitches, prospecting events and client meetings to drive investment advisory, new assets generation and client acquisition
- Portfolio strategy, investment research and product selection experience in the finance industry, preferably Private Banking / Private Wealth Management
- University degree in relevant areas is an advantage.
- Chartered Financial Analyst (CFA) and related professional qualifications are not mandatory but a merit
- Strong verbal and written communication skills
- Strong interpersonal skills to work with a diverse team and engage in collaboration
- Strong quantitative / Artificial Intelligence (AI) skills with prior experience in maintaining macro and market application