Position Description
CITIC Securities International Wealth Management is seeking a senior investment leader to head its Investment Strategy function across the international wealth management platform, covering Hong Kong and Singapore.
Reporting to the Head of Product & Solutions, this is a high-impact, market-facing leadership role with responsibility for shaping and articulating the firm’s multi-asset investment views, strengthening the advisory proposition for sophisticated clients, and partnering closely with front-office teams across the business.
The role operates in an international environment and will be assessed primarily on investment expertise, client credibility and strategic leadership. It is well suited to an experienced investment strategist, advisory leader or CIO-office professional from a leading private bank, wealth platform, investment bank or asset manager who brings deep market judgment, strong communication skills, and a proven ability to engage demanding clients and senior internal stakeholders.
Key Areas of Responsibilities
- Lead the Investment Strategy and Advisory function for the international wealth management business, with responsibility for the development and communication of house views across major asset classes.
- Define strategic and tactical investment perspectives across global equities, fixed income, commodities and FX, and translate these into clear portfolio implications and actionable client advice.
- Act as a senior investment partner to front-office teams, supporting relationship managers and product specialists with timely market insight, high-conviction investment ideas and portfolio positioning guidance.
- Engage directly with UHNW and HNW clients, family offices and selected institutional clients through meetings, market briefings, investment presentations and bespoke advisory discussions.
- Provide visible and decisive investment leadership during periods of market stress, volatility or heightened uncertainty, helping clients and internal teams navigate risk and opportunity with confidence.
- Translate macroeconomic, geopolitical and market developments into compelling investment narratives tailored to both specialist and non-specialist audiences.
- Support the continued enhancement of the wealth management investment platform across advisory products and solutions, including cash products, funds, ETFs, fixed income and structured solutions.
- Contribute market perspectives and underlying investment ideas to support the origination of tailored client solutions, including equity-linked and yield-enhancement strategies where relevant.
- Oversee the quality, consistency and relevance of market commentary, investment publications and strategic house-view materials produced for internal and external use.
- Represent the business in investment committees, client events, senior management discussions and selected external engagements, including media and industry forums where appropriate.
- Build and develop a high-performing investment advisory team, promoting a culture of market excellence, intellectual rigor, collaboration and sound risk discipline.
Requirements
- 15+ years of relevant experience in global financial markets, private banking, wealth management, multi-asset strategy, investment advisory or CIO-office roles.
- Master’s degree in Finance, Economics or a related discipline required; postgraduate qualifications and/or CFA would be viewed favourably.
- Proven track record gained within a leading private bank, global wealth manager, investment bank or asset management firm.
- Strong experience advising sophisticated private wealth clients, family offices and/or institutional clients on investment strategy, asset allocation and portfolio positioning.
- Deep knowledge of global capital markets and the ability to form differentiated investment views across major asset classes.
- Strong commercial judgment and client instinct, with the ability to connect market strategy to practical client outcomes and business opportunities.
- Highly credible in front of sophisticated clients and senior stakeholders, with strong presentation skills, executive presence and the ability to influence at all levels.
- Demonstrated leadership ability, including experience building teams, mentoring investment professionals and working effectively across front-office, product and management stakeholders.
- Excellent written and verbal communication skills, with the ability to communicate complex market views clearly, concisely and persuasively.
- Familiarity with Virtual Assets (VAs), including digital assets and related investment products would be advantageous.
- Excellent written and spoken English is essential. Mandarin and/or Cantonese language skills may be helpful in selected situations, but are not required for the role.
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