VP, Investment Strategist
Core
Formulate investment strategies for Private Banking/Treasures Private Client customers and translate CIO views into market commentary and client-facing materials.
Role type
VP, Investment Strategist (Private Banking)
Builds
Investment strategies, thematic ideas, macro strategy reports, and client-facing market commentary for wealth management clients.
Domain
Banking / Wealth Management / Private Banking
Required skills
Portfolio management, macroeconomic analysis, investment strategy formulation, financial product knowledge (Equity, Fixed Income, Mutual Funds), client presentation, media writing, Traditional Chinese translation
Preferred skills
CFP, CFA, FRM qualifications
Technologies
N/A
Responsibilities
Produce regular update reports for front office teams and stakeholders, present market and CIO views to Relationship Managers, contribute feature articles to media platforms, oversee translation of CIO materials into Traditional Chinese, attend client meetings to express CIO house views, monitor and analyze customer investment portfolios to provide strategic alternatives.
Seniority
VP, strategic leadership with hands-on research