HK - GCB - Senior Investment Strategist - Wealth Management

Full Time
Intermediate (3-6 years)
English, Cantonese

Technical Skills

  • Bloomberg
  • Economics
  • Microsoft Excel
  • Quantitative Analysis
  • Wealth Management

Job Description

HK - GCB - Senior Investment Strategist - Wealth Management

Location: APAC-HKG-Hong Kong-Hong Kong

  • Oversee the quantitative analysis for HNW client ‘s wealth management portfolio
  • Conduct strategy analysis for multi-asset and investment portfolio
  • Lead the development and implementation for analytical system automation project
  • Working closely with various teams on implementing the advisory initiative of the bank
  • Act as rapport to a team of Portfolio Counselors and Investment Strategists


  • University degree in Finance, Economics or a related discipline
  • Solid working experience (at least 5 years) in investment market and product commentary or portfolio analysis at a reputable financial institution
  • Good command of written and spoken Chinese and English
  • Strong analytical and presentation skills with strong MS excel skills
  • Knowledge for using Bloomberg and Morningstar for analysis
  • CFA candidate is an advantage

Professional Qualifications

  • CFA Level III / CFA Charterholder