Your new company

A well-established regional bank with a growing private banking platform, providing wealth management and investment solutions to high-net-worth clients.

Your new role

• Conduct cross-asset investment research with a focus on FX and macroeconomic trends, and contribute to the bank's CIO house view publications.
• Prepare weekly investment commentaries, market updates, and monthly house view reports for internal and client use.
• Support the management of CIO house view portfolios, including asset allocation, fund selection, performance monitoring, and trade execution.
• Partner closely with Relationship Managers and Investment Counsellors to provide investment ideas, fund recommendations, and product sales support.
• Ensure compliance with internal policies and regulatory requirements, while participating in process improvement and business enhancement initiatives.

What you'll need to succeed

• Bachelor's degree in Finance, Economics, Business, or a related discipline; CFA qualification or progress towards CFA is preferred.
• 5-10 years of experience in investment research, advisory, fund management, FX advisory, or investment consulting within private banking, asset management, or financial institutions.
• Strong understanding of global macroeconomics, cross-asset allocation, portfolio construction, and financial markets.
• Fluent in English and Mandarin, with strong written and verbal communication skills.
• Proficient in Bloomberg, Excel, and PowerPoint, with strong analytical and presentation capabilities.

What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact me at 2230 7451.