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Head of Investment Strategist

PI Business Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-12-22
  • Career Level:Senior
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Wealth Management  

Job Description

On behalf of our client, an international bank in Hong Kong. We are inviting applications for the position of

Head of Investment Strategist

Responsibilities:

Consolidate, review and promote the Group market researches and investment insights

Identify and disseminate the Group market researches and investment insights to internal and external customers

Maximize revenue generation opportunities by offering value-added services to deepen client relationships and driving new client developments

Explore with internal parties on the needs of market research and investment insights

Gather appropriate product ideas from product owners to match with the Group market researches and investment insights

Consult and obtain approval from internal parties in the distribution of market research, investment insights and related publications

Produce sales tools for the sales force to promote the bank's wealth products

Produce localized investment publications for different customer segments

Present on the house view and outlook to internal and external clients

Requirements:

University degree in Economics, Finance or other related disciplines

Minimum 5 years’ related experience

Holder of CFA, CPF is an advantage

Passed in HKSI Paper I, VII and VIII

With deep understanding of economic / financial theory of the investment process and production environment

Excellent written and verbal communication skills in English, Cantonese and Mandarin

Strong organizational and analytical skills with good business acumen

Ability to effectively present information to both internal and external clients

Company Info

PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.

General Line: 2121 2580

             Fax: 2121 2500

Website: www.piexsearch.com

Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong

Employment Agency Licence Number 67206

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