Chief Investment Strategist - Investment Products and Advisory Department

Position Summary

The Chief Investment Strategist (CIS) has managerial responsibility for a team of Investment Strategists who are responsible for formulating asset allocation strategy, preparing periodical investment-related publications to drive investment-related activities for Private Banking, Personal Banking, and Corporate Banking customers.  The CIS works closely with Product Specialists of different asset classes at Investment Products and Advisory Department (IPAD) to get updated trade ideas and product information.  He/she works hand-in-hand with other business partners and internal stakeholders, including but not limited to the Bank’s Economic and Research Department, Treasury Department, East Asia Securities and BEA Union Asset Management, to develop appropriate asset allocation solutions on a timely basis.   Additionally, the CIS serves as a key spokesperson, representing BEA’s asset allocation strategies and other investment-related topics during client events and media engagements.

Assist the Department Head in achieving revenue and cost target of the Department and the Bank by driving fee income from investment products with the cost utilizations.

Responsibilities

• Develop a House View on various asset classes (equity, fixed income, alternatives, FX), regions (developed, developing markets) and across industry sectors;
• Contribute to bilingual (English and Chinese) investment content and prepare investment publications;
• Deliver investment insights in trilingual formats (English, Cantonese, and Mandarin) during client events or across various media platforms.;
• Work closely with business partners that include the Bank’s Economic and Research Department, Treasury Department,  East Asia Securities  and BEA Union Asset Management in order to formulate a comprehensive investment view for the Bank;
• Communicate investment views to internal stakeholders,  Relationship Managers and Clients;
• Build BEA brand awareness in local and international media;
• Prepare daily market commentaries, news flashes and client-facing investment thought pieces;
• Manage a team of Investment Strategists and motivate the team to work towards a common goal;
• Other jobs and duties as assigned by the Department Head.

Requirements

• University graduate, preferably major in economic, finance, with at least 15 years of relevant working experience
• Solid managerial experience of 10 years, preferably at a similar background;
• Sound knowledge of investment and financial products;
• Relevant Professional Qualification and CFA is preferred;
• Passed HKSI Paper 1, 7, 8;
• Knowledge of relevant rules and regulations;
• Strong presentation, public-speaking and interpersonal skills with experience of facing the media and handling difficult questions;
• Willing to work under pressure;
• Knowledge of Bloomberg, Reuters and Python will be advantageous;
• Good spoken and written English, Chinese and fluent Mandarin being an advantage;
• Expertise in AI and code writing to formalize investment strategies and optimize asset allocation is desirable;
• HKIB qualification under the ECF on AML/CFT would be an advantage.