Director, Investment Specialist, Wealth Management
Description
Position Description
Reporting to Head of Product & Investment Solutions, this Director level role will lead the Investment Advisory team across asset classes — equities, fixed income, commodities, and FX — ensuring best in class investment advice, product origination support, and market commentary for our front line coverage teams and clients. This role demands a market visible thought leader with outstanding communication skills, the ability to navigate volatile market conditions, and a proven track record of inspiring confidence among sophisticated clients and internal stakeholders alike.
Key Areas of Responsibilities
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Act as team head to lead the Investment Advisory team and formulate the overall investment strategy and multi-asset allocation framework, covering global equities, fixed income, commodities, and FX.
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Provide ongoing investment support to sales team and directly engage with UHNW/HNW clients, family offices, and institutional clients through face to face meetings, conference calls, and bespoke investment sessions.
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Deliver regular investment strategy updates, market outlooks, and technical training to RMs, product specialists, and other client facing staff.
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Communicate timely and decisive strategic views during volatile market conditions or extreme risk events.
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Prepare tailored client reports — including stock accumulation strategies, divestment recommendations, and share buyback insights — in collaboration with sales team.
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Lead product optimisation initiatives and cross functional projects to enhance equities, fixed income, ETF, and structured product offerings.
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Represent the firm in investment committees, industry forums, and selected media engagements.
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Oversee production of daily market insights, weekly/monthly/quarterly market reports, and approve all key investment commentaries issued by the Investment Advisory team.
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Generate equity ideas for the structuring of equity linked structured products (e.g., FCNs, Accumulators/Decumulators, bespoke derivatives).
Requirements
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Minimum 15 years of experience in global financial markets within top tier investment banks, global private banks, or international asset management firms.
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Demonstrated track record in Private Banking / Wealth Management environments, serving UHNW/HNW and institutional clients.
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Master’s degree or above in Finance, Economics, or related disciplines with CFA or equivalent internationally recognised professional qualifications.
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In depth knowledge of global capital markets, multi asset portfolio construction, and risk management.
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Familiarity with Virtual Assets (VAs), including digital assets and related investment products, is preferred.
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Exceptional leadership, communication, and client engagement skills, with the ability to inspire confidence at the highest levels.
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Strong personal integrity, commercial acumen, and a well developed risk mindset.
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Excellent proficiency in English and Chinese for investor report writing, and fluency speaking in Cantonese, Mandarin, and English.
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Candidates with less experience would also be considered for the team member roles.
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