Chief Investment Officer

AcWise Recruitment Limited; Hong Kong; On-site; HKD 1,200,000 - 1,700,000; Full time

Job summary

AcWise Recruitment Limited in Hong Kong is seeking a senior investment leader to shape and oversee the firm’s investment strategy, aligning with regulatory requirements and risk appetite. You will guide ALM practices, analyze liabilities, and collaborate with actuarial teams while steering portfolio construction across asset classes for long-term returns.

The role requires CFA/FRM and 10+ years in banking or insurance investments, with strong leadership, analytical, and communication skills to

Qualifications

• Bachelor's degree in Finance, Economics, or related field; MBA/MFin preferred; CFA/FRM preferred.
• At least 10 years senior-level investment experience in banking or insurance settings.
• Proven portfolio management and investment-strategy development track record.
• Strong leadership, analytical, and communication skills; deep market understanding.

Responsibilities

• Develop and refine the company's investment strategy aligned with objectives and market conditions.
• Lead investment team and ensure activities follow investment guidelines.
• Oversee research, selection, and allocation across asset classes.
• Monitor portfolio performance and adjust for risk-adjusted returns.
• Implement robust risk management practices and regulatory alignment.
• Collaborate with actuarial and ALM teams to align with liability profiles.

Skills

Leadership

Team management

Analytical skills

Decision making

Communication

Financial markets

Regulatory awareness

Education

Bachelor's in Finance/Economics/Business

MBA/MFin

CFA or FRM

Tools

Portfolio management software

Risk management tools

Job description

• Work closely with the actuarial team to develop new products or enhance existing ones, considering both customer demand and regulatory requirements.
• Provide guidance on investment-related features, pricing, and risk considerations for new product designs.
• Ensure that the investment related products comply with regulatory guidelines and align with the companys risk appetite.

Asset Liability Management (ALM):

• Adhere to the companys ALM strategy, ensuring alignment with the companys liability profile risk appetite, and investment objectives.
• Collaborate with the actuarial team to analyze and understand the companys liabilities, including policyholder obligations, cash flow projections, and duration matching requirements.
• Implement effective ALM techniques, such as duration matching, immunization, and cash flow matching, to manage th e risks associated with asset-liability mis-matches.

Investment Strategy Development and Oversight:

• Develop, implement, and continuously refine the company's investment strategy in line with the firms objectives and market conditions.
• Provide strategic leadership to the investment team, ensuring that all investment activities and decisions are in alignment with the company's investment guidelines.
• Oversee the research, selection, and allocation of individual investments across various asset classes.
• Continuously monitor and adjust the portfolio as required to achieve optimal performance and risk-adju sted returns.
• Development and implement robust risk management practices to monitor, manage, and mitigate risks associated with the investment portfolio.
• Ensure alignment of the portfolio with the firms risk tolerance and investment objectives.

Market Research & Analysis:

• Stay abreast of global and local economic trends, market developments, and emerging investment opportunities.
• Foster relationships with key industry experts, peers, and researchers to gain insights and keep ahead of market movements.

Compliance and Reporting:

• Ensure all investment activities comply with regulatory standards and company policies.
• Oversee timely and accurate reporting of portfolio performance, risks, and other key metrics.

Requirements:

• Bachelors degree in Finance, Economics, Business Administration, or related field (MBA, MFin) and qualified as CFA or FRM is strongly preferred.
• A minimum of 10 years of senior-level investment experience in banking or insurance investment setting.
• Demonstrated track record of successful portfolio management and investment strategy development.
• Proficient understanding of various asset classes, investment tools, and risk management practices.
• Strong leadership and team management skills.
• Exceptional analytical, decision-making, and communication skills.
• A deep understanding of financial markets, macroeconomic factors, and regulatory requirements.