PWM Investment Strategist (HK/US Market)
Core
Conduct in-depth analysis of U.S. and Hong Kong markets to provide investment strategies, manage HNW client portfolios, and deliver market reports and presentations.
Role type
Investment Strategist
Builds
Portfolio strategies using listed products for HNW clients
Domain
Finance, Asset Management
Required skills
Macroeconomic analysis, Industry pattern analysis, Regulatory environment analysis, Portfolio strategy development, Risk-adjusted return optimization, Market strategy reporting, Client presentation delivery, Compliance adherence
Preferred skills
CFA, FRM, Hedge fund knowledge, Structured notes knowledge, Cash bond knowledge
Technologies
None stated
Responsibilities
Conduct market analysis, Formulate global investment strategies, Manage HNW client portfolios, Provide market strategy reports, Host market strategy presentations, Ensure regulatory compliance
Seniority
Mid-level, hands-on IC