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Senior Investment Strategist/Investment Strategist

Senior (6-10 years)


Technical Skills

  • Bonds
  • Commodities
  • Economics
  • Equities
  • FX
  • Investment Research
  • Investment Strategy
  • Microsoft Exchange Server
  • Sales
  • Structured Products

Job Description

Senior Investment Strategist/Investment Strategist

Location: Hong Kong


  • Liaise with in house departments to produce internal market view to support business need,
  • Conduct investment research & develop investment strategies on various markets and asset classes to meet customer investment need,
  • In particular responsible for analysis of forex trends or the Mainland China & Hong Kong stock markets.
  • Produce & deliver consistent market views & strategies to sales staff and public through various means
  • Support various investment sales activities.


  • Bachelor Degree or above with major in Finance, Economics or related discipline
  • 6-8 years (Senior Investment Strategist) / 4-6 years (Investment Strategist) of relevant working experience in Banking / Financial industry
  • Licensed for investment products - HKSI LE Paper 1,7 & 8 or equivalent
  • Professional certifications such as CFA will be an advantage
  • Good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products
  • Sufficient knowledge & experience in foreign exchange market or the Mainland of China & Hong Kong stocks markets.
  • Knowledge and ability to develop methodology to track & predict investment market trend will be an advantage.
  • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure
  • Enthusiasm in achieving goals
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential
Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelNon-specified
QualificationCFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station