Director, Global Investment Advisory – Multi-Asset Wealth

CITIC Securities International; Hong Kong; On-site; HKD 3,000,000 - 6,000,000; Full time

Job summary

CLSA is seeking a Director-level Investment Advisory leader to head the team across equities, fixed income, commodities, and FX in Hong Kong. You will coordinate investment strategy, client engagements with UHNW/HNW and institutions, and provide market commentary for front-line coverage and clients.

This role requires a market-visible thought leader with outstanding communication skills, capable of navigating volatile markets and inspiring confidence with internal and external stakeholders.

Qualifications

• 15+ years in global financial markets within top tier banks, private banks, or asset managers.
• Experience serving UHNW/HNW and institutional clients in Private Banking/Wealth Management.

Responsibilities

• Lead Investment Advisory team and set overall investment strategy across global equities, fixed income, commodities, and FX.
• Support sales and engage directly with UHNW/HNW, family offices, and institutional clients via meetings and conferences.
• Deliver regular investment strategy updates, market outlooks, and training to RMs and product staff.
• Provide timely strategic views during volatile markets or risk events.
• Prepare tailored client reports with stock picks, divestment ideas, and buyback insights with sales collaboration.
• Lead product optimisation across equities, fixed income, ETFs, and structured products.
• Represent the firm in investment committees, industry forums, and media engagements.
• Oversee daily market insights and regular market reports; approve key commentaries.
• Generate equity ideas for structuring equity-linked products like FCNs and accumulators.

Skills

Leadership

Client engagement

Multi-asset

Market analysis

Communication

Portfolio risk

Fluent EN/CN

Education

Master’s degree in Finance/Economics

CFA or equivalent

Job description

CLSA is seeking a Director-level Investment Advisory leader to head the team across equities, fixed income, commodities, and FX in Hong Kong. You will coordinate investment strategy, client engagements with UHNW/HNW and institutions, and provide market commentary for front-line coverage and clients.

This role requires a market-visible thought leader with outstanding communication skills, capable of navigating volatile markets and inspiring confidence with internal and external stakeholders.