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PWM Investment Strategist (HK / US Market)

Futu Securities International (Hong Kong) LimitedHong Kong

16 days ago

Job description

Responsibilities

Conduct in-depth analysis of the and Hong Kong markets to provide regular related investment strategies including macroeconomic trends, industry patterns, market structures, and regulatory environments
Working closely with Macro Expert and Equity Research Analyst to share insights and help formulate global investment strategies
Develop and manage HNW clients; portfolio strategies to achieve optimal risk-adjusted returns using listed products
Provide regular market strategy reports andpetitor dynamics to explore investment opportunities
Host regular market strategy presentations to internal teams, clients, and at relevant industry events tomunicate findings and strategic rmendations
Adhere to best practices andpliance requirements, ensuring investment activities are in line with regulations andpany policies

Qualifications

Master's degree or higher in finance, economics, or a related field

A minimum of 3 years of experience in investment analysis or strategic planning with a focus on the and / or Hong Kong markets

Holder of SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications

Strongmunication skills with the ability to conveyplex investment concepts clearly to clients at various levels

Effective decision-making skills with the ability to make accurate judgments in a fast-paced environment

Have basic knowledge of PWM products, hedge fund, structure notes, cash bond

Excellent teamwork spirit and cross-culturalmunication abilities.

Business trip may be required

Willing to travel and work in Shanghai / Beijing

Investment • Hong Kong