Solid experience in setting investment strategies, focusing on geographical, sector, and asset class allocation for key global markets, including the US and China.
Lead in ideas generation and development, including thematic research, sector analysis, and stock picks.
Proficient in equities, fixed income, derivatives, and structured products, with the ability to recommend these products to meet investor needs.
Established track record in engaging and marketing directly to clients, effectively conveying investment recommendations.
Skilled in building and maintaining client relationships to ensure satisfaction and loyalty.
Qualifications:
Bachelor’s degree or higher in Finance, Economics, or a related field.
10+ years of experience in investment or financial services, particularly in equity research or investment strategy.
In-depth understanding of US and global market dynamics, with a strong industry network.
Excellent communication abilities in both Mandarin and English, facilitating effective interactions with clients and team members.
Exceptional analytical and problem-solving skills, able to think independently and propose innovative solutions.
Strong team player with a client-oriented mindset.
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