Private Wealth Investment Advisor - Cross-Border (US/HK)

CFA Institute; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

A leading investment firm in Hong Kong is looking for an experienced investment analyst to provide market insights and enhance client engagement. The ideal candidate will have over 5 years of experience in investment analysis, strong qualifications such as a CFA, and proficiency in English, Mandarin, and Cantonese. You will work closely with teams to deliver tailored investment solutions while ensuring compliance with regulations.

Qualifications

• Bachelor's or Master's degree in a relevant field required.
• 5+ years of experience in investment analysis focused on U.S. and/or Hong Kong markets.
• Holder of SFC license type 1 and 4.

Responsibilities

• Provide market and strategy updates covering macroeconomic trends.
• Collaborate with relationship managers to meet client needs.
• Work with Wealth Management for business planning.

Skills

Investment analysis

Risk management

Client relationship management

Decision-making

Communication

Education

Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or related field

Professional qualifications (CFA, FRM)

Job description

A leading investment firm in Hong Kong is looking for an experienced investment analyst to provide market insights and enhance client engagement. The ideal candidate will have over 5 years of experience in investment analysis, strong qualifications such as a CFA, and proficiency in English, Mandarin, and Cantonese. You will work closely with teams to deliver tailored investment solutions while ensuring compliance with regulations.