Overseas Asset Allocation Specialist

Acebridge Asset Management Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Acebridge Asset Management Limited in Hong Kong seeks a senior investment professional to design customized overseas asset allocation strategies tailored to clients’ risk tolerance and liquidity needs. You will analyze global market trends across equities, fixed income, and funds, and organize investor education initiatives with up-to-date insights.

The role requires five years of relevant experience, HK SFC Type 1 and Type 4 licenses (Type 9 preferred), and strong English communication to build

Qualifications

• Bachelor’s degree or above in Finance, Economics, Accounting, or related fields.
• Must hold HK SFC Type 1 and Type 4 licenses; Type 9 preferred.
• Minimum of 5 years of overseas asset allocation, securities trading, wealth management, or investment analysis.
• Deep understanding of global economic dynamics and financial markets with strong market insight.
• Excellent communication and client servicing skills, with ability to build long-term HNWI relationships.
• Proficient in financial analysis tools with strong data analysis and report writing.
• Fluent in English; additional languages a plus.

Responsibilities

• Design customized overseas asset allocation strategies tailored to clients' risk tolerance, objectives, and liquidity needs.
• Analyze global market trends and research the investment value of asset classes including equities, fixed income, and funds.
• Organize and participate in investor education initiatives, delivering up-to-date market insights and investment strategies.
• Understand overseas securities business operations and assist in applying for and expanding relevant licenses and qualifications.
• Collaborate with cross-functional internal teams to deliver comprehensive investment advice and holistic solutions.

Skills

Client servicing

Communication

Data analysis

Financial analysis

Market insight

English fluency

Education

Bachelor’s degree in Finance/Economics/Accounting

Tools

Financial analysis software

Job description

1. Design customized overseas asset allocation strategies for clients, tailored to their risk tolerance, investment objectives, and liquidity needs.

2. Analyze global financial market trends and conduct research on the investment value of various asset classes, including equities, fixed income, and funds.

3. Organize and participate in investor education initiatives, providing clients with up-to-date market insights and investment strategies.

4. Gain a thorough understanding of overseas securities business operations and assist in the application and expansion of relevant business licenses and qualifications.

5. Collaborate with cross-functional internal teams to deliver comprehensive investment advice and holistic solutions.

Job Requirements

1. Educational Background & Licensing: Bachelor’s degree or above in Finance, Economics, Accounting, or related fields. Must hold valid Hong Kong SFC Type 1 and Type 4 licenses (Type 9 license is highly preferred).

2. Experience: Minimum of 5 years of relevant experience in overseas asset allocation, securities trading, wealth management, or investment analysis.

3. Market Acumen: Deep understanding of global economic dynamics and financial markets, coupled with strong market insight.

4. Interpersonal Skills: Excellent communication and client servicing skills, with a proven ability to build long-term trust-based relationships with High-Net-Worth Individuals (HNWIs).

5. Technical Proficiency: Proficient in financial analysis tools and software, with solid capabilities in data analysis and report writing.

6. Language Skills: Fluent in English; proficiency in additional languages is a plu