Investment Consultant

Futu Securities International (Hong Kong) Limited; Hong Kong; Sur place; HKD 900 000 - 1 300 000; Plein temps

Résumé du poste

Futu Securities International (Hong Kong) Limited is seeking an experienced investment analyst to conduct in-depth analysis of global equity markets and formulate investment strategies.

You'll collaborate with Macro Expert and Equity Research Analyst, manage HNW portfolios, prepare market strategy reports, and present findings to internal teams and clients while ensuring compliance with regulations.

Qualifications

• Master's degree or higher in finance, economics, or a related field.
• Minimum of 5 years of experience in investment analysis or strategic planning.
• Holder of SFC license type 1,4 regulated activity; CFA/FRM or similar certifications preferred.
• Strong communication skills with the ability to convey complex concepts clearly to clients.
• Effective decision-making with the ability to judge quickly in a fast-paced environment.
• Basic knowledge of PWM products such as hedge funds, structure notes, cash bonds, OTC derivatives.

Responsabilités

• Conduct in-depth analysis of global equity markets to provide regular investment strategies.
• Collaborate with Macro Expert and Equity Research Analyst to shape strategies.
• Develop and manage HNW client portfolios for risk-adjusted returns.
• Provide market strategy reports and assess competitor dynamics for opportunities.
• Host regular market strategy presentations to internal teams, clients, and at events.
• Adhere to compliance requirements and company policies in all activities.

Connaissances

Strong communication skills

Cross-cultural communication

Decision-making

Teamwork

Formation

Master's degree or higher in finance, economics, or related field

Outils

SFC license type 1,4

CFA

FRM

Description du poste

Conduct in-depth analysis of the Global equity 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 5 years of experience in investment analysis or strategic planning

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, otc derivatives

Excellent teamwork spirit and cross-cultural communication abilities.

Business trip may be required