Director, Investment Specialist, Wealth Management

CLSA; 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

Reporting to Head of Product & Investment Solutions, this Director level role will lead the Investment Advisory team across asset classes — equities, fixed income, commodities, and FX — ensuring best in class investment advice, product origination support, and market commentary for our front line coverage teams and clients. This role demands a market visible thought leader with outstanding communication skills, the ability to navigate volatile market conditions, and a proven track record of inspiring confidence among sophisticated clients and internal stakeholders alike.

Key Areas of Responsibilities

• Act as team head to lead the Investment Advisory team and formulate the overall investment strategy and multi-asset allocation framework, covering global equities, fixed income, commodities, and FX.
• Provide ongoing investment support to sales team and directly engage with UHNW/HNW clients, family offices, and institutional clients through face to face meetings, conference calls, and bespoke investment sessions.
• Deliver regular investment strategy updates, market outlooks, and technical training to RMs, product specialists, and other client facing staff.
• Communicate timely and decisive strategic views during volatile market conditions or extreme risk events.
• Prepare tailored client reports — including stock accumulation strategies, divestment recommendations, and share buyback insights — in collaboration with sales team.
• Lead product optimisation initiatives and cross functional projects to enhance equities, fixed income, ETF, and structured product offerings.
• Represent the firm in investment committees, industry forums, and selected media engagements.
• Oversee production of daily market insights, weekly/monthly/quarterly market reports, and approve all key investment commentaries issued by the Investment Advisory team.
• Generate equity ideas for the structuring of equity linked structured products (e.g., FCNs, Accumulators/Decumulators, bespoke derivatives).

Requirements

• Minimum 15 years of experience in global financial markets within top tier investment banks, global private banks, or international asset management firms.
• Demonstrated track record in Private Banking / Wealth Management environments, serving UHNW/HNW and institutional clients.
• Master’s degree or above in Finance, Economics, or related disciplines with CFA or equivalent internationally recognised professional qualifications.
• In depth knowledge of global capital markets, multi asset portfolio construction, and risk management.
• Familiarity with Virtual Assets (VAs), including digital assets and related investment products, is preferred.
• Exceptional leadership, communication, and client engagement skills, with the ability to inspire confidence at the highest levels.
• Strong personal integrity, commercial acumen, and a well developed risk mindset.
• Excellent proficiency in English and Chinese for investor report writing, and fluency speaking in Cantonese, Mandarin, and English.
• Candidates with less experience would also be considered for the team member roles.