Senior Investment Strategist
10 hours ago
Huatai Securities is seeking a Senior Investment Strategist to join our Private Wealth Management team.
Salary Range$120,000 - $180,000 per annum, depending on experience.
Key Responsibilities- Collaborate with Relationship Managers to deliver high-quality investment advice and services to clients.
- Analyse market trends and provide timely market updates to clients.
- Develop and pitch investment ideas to clients, working closely with internal and external product providers.
- Conduct regular portfolio reviews with clients to ensure their investment objectives are met.
- Provide expert investment advice on single stocks, bonds, structured products, and funds.
- 3-5 years of experience in private banking or wealth management, or equivalent in an investment advisory or consultant role.
- Strong understanding of the financial markets and solid knowledge of multi-asset classes, including equity, foreign exchange, fixed income, credits, commodity, and mutual funds.
- A team player with excellent communication and interpersonal skills.
- The ability to work effectively as a solution-partner to Relationship Managers.
- Good communication skills in English, Cantonese, and Mandarin.
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