Director, Global Multi-Asset Investment Advisory

CFA Institute; Hong Kong; On-site; HKD 3,600,000 - 6,000,000; Full time

Job summary

CFA Institute in Hong Kong seeks a Director-level Investment Advisory lead to steer the team across global equities, fixed income, commodities and FX. You will provide strategic guidance, market commentary, and bespoke investment sessions for front-line teams and sophisticated clients.

Ideal candidates bring 15+ years in global markets, wealth-management experience for UHNW/HNW and institutional clients, and CFA or equivalent qualifications, with fluency in English and Chinese

Qualifications

• Minimum 15 years in global financial markets
• Experience in Private Banking/Wealth Management for UHNW/HNW and institutional clients
• Master's degree or CFA or equivalent qualifications
• Deep knowledge of global capital markets and multi-asset portfolio construction
• Familiarity with Virtual Assets (VAs) preferred
• Exceptional leadership, communication and client engagement skills
• Strong integrity, commercial acumen and risk mindset
• Excellent proficiency in English and Chinese; Cantonese, Mandarin, and English fluent

Responsibilities

• Lead Investment Advisory team across asset classes including equities, fixed income, commodities, and FX
• Provide investment support to sales and engage with UHNW/HNW, family offices and institutional clients
• Deliver regular investment strategy updates, market outlooks, and training to RMs and staff
• Communicate timely strategic views during volatile markets or risk events
• Prepare tailored client reports with stock accumulation and buyback insights
• Lead product optimisation initiatives across equities, fixed income, ETF and structured products
• Represent the firm in investment committees, forums and media engagements
• Oversee production of market insights and reports; approve key commentaries

Skills

Leadership

Communication

Client engagement

Market commentary

Strategic thinking

Risk management

Integrity

Commercial acumen

Cantonese/ Mandarin/ English

English proficiency

Education

Master's degree in Finance/Economics

CFA or equivalent

Job description

CFA Institute in Hong Kong seeks a Director-level Investment Advisory lead to steer the team across global equities, fixed income, commodities and FX. You will provide strategic guidance, market commentary, and bespoke investment sessions for front-line teams and sophisticated clients.

Ideal candidates bring 15+ years in global markets, wealth-management experience for UHNW/HNW and institutional clients, and CFA or equivalent qualifications, with fluency in English and Chinese