Job Responsibilities Conduct in-depth analysis of the U.
S.
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 and competitor dynamics to explore investment opportunities Host regular market strategy presentations to internal teams, clients, and at relevant industry events to communicate findings and strategic recommendations Adhere to best practices and compliance requirements, ensuring investment activities are in line with regulations and company 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 U.
S.
and/or Hong Kong markets Holder of SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications Strong communication skills with the ability to convey complex 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, i.e.
hedge fund, structure notes, cash bond Excellent teamwork spirit and cross-cultural communication abilities.
