Role OverviewConduct deep-dive investment research and produce high-quality, client-facing content. Deliver bespoke investment advisory to High-Net-Worth (HNW) clients, developing tailored investment themes and providing strategic asset allocation and trade execution support.
What You Will Do
Responsibilities include drafting thematic market commentary, client educational materials, and actionable investment strategy content. Contribute to product development, perform client segmentation analysis, and design scalable & customized global investment & operational strategies.
Why It Might Be a Fit
The ideal candidate will have proven experience in U.S. equity markets, strong communication and coordination skills, and a strong sense of teamwork. Native English language skills are required, with Chinese speaking highly preferred.
Requirements
- Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields
- Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments
- At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office
- FINRA License is required (Required:FINRA SIE, Series 7/63/86/87)
- Native in English, Chinese speaking is highly preferred
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