Investment Strategist (Advisory) - North America Market

<h2>Responsibilities:</h2><ul>
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<strong>Conduct deep-dive investment research and produce high-quality, client-facing content</strong>covering U.S. equities, options, futures, and other derivatives.</li>
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<strong>Deliver bespoke investment advisory to High-Net-Worth (HNW) clients.</strong>This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.</li>
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<strong>Draft thematic market commentary and client educational materials</strong>for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).</li>
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<strong>Contribute to the development of the department's product matrix</strong>by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.</li>
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<strong>Perform client segmentation analysis</strong>to design scalable &amp; customized global investment &amp; operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.</li>
</ul><h2>Requirements</h2><ol>
<li>Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.</li>
<li>Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.</li>
<li>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, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.</li>
<li>Strong communication and coordination skills, with a strong sense of teamwork.</li>
<li>Language skills: Native in English, Chinese speaking is highly preferred.</li>
<li>License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)</li>
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