VP, Investment Strategy

Send your CV to CV@wwhcc.com now!

Our Client is A Listed Financial Conglomerate in Hong Kong



  • Lead the team of investment strategy to provide multi-asset class investment analysis, best-in-class research advice and investment solutions to sales teams and clients
  • Act as investment spokesperson for the Company’s business development initiatives
  • Initiate and develop the wealth management and investment platform including the investment product initiations for business growth and revenue generation
  • Build a positive and professional image for the Company through active participation in marketing events and media opportunities
  • Participate in the consultancy sales process to give market view strategically to high-net-worth clients in terms of investment strategy and asset allocation



  • Degree holder in Business, Finance, Economics or related discipline, preferably with professional qualifications such as CFA, FRM, etc.
  • Minimum 6 years’ solid experience in research, investment management or similar roles in a global investment framework, preferably with experience in HNW or ultra HNW clients
  • Holder of SFC license for Type 1 and 4 regulated activities is a must, preferably with Type 9 regulated activity
  • Good understanding of portfolio management and asset allocation concepts in global investment framework
  • Practical knowledge of Bloomberg, Reuters or other data terminals for research purposes
  • Self-motivated with strong communication and presentation skills
  • Excellent command of both written and spoken English and Chinese