富途证券
Investment Strategist
Investment Strategist
发布于 大约 14 小时前普通员工/个人贡献者
Hong Kong, Hong Kong, Hong Kong
中级经验
全职员工
仅现场办公
本科
商业策略与发展
Wealth Management
Options
Futures
Investment Research
Finra
Hnw Clients
U.S. Equities
AI 估算 · 50k–80k
香港金融行业薪资水平较高，该职位要求3年以上经验和FINRA牌照，属于中级岗位，月薪合理范围5-8万人民币。
职位详情
关于这个职位
作为投资策略师，你将专注于美股、期权、期货等衍生品的深度研究，为高净值客户提供定制化投资建议和资产配置方案
你需要撰写市场评论和客户教育材料，并支持客户经理团队
该职位要求扎实的金融知识和优秀的沟通能力，适合希望在高净值财富管理领域深耕的专业人士
最低要求
Education and Major: 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, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
Strong communication and coordination skills, with a strong sense of teamwork.
Language skills: Native English + Chinese.
License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)
工作职责
Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. 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.
Draft thematic market commentary and client educational materials 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).
Contribute to the development of the department's product matrix 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.
Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.
AI 洞察
优缺点分析
优点
- Exposure to high-net-worth client advisory and complex financial products.
- Opportunity to work with a leading fintech platform (Futu) with strong market presence.
- Develop deep expertise in U.S. markets and derivatives, enhancing career mobility.
- Requires maintaining multiple FINRA licenses, which involves ongoing compliance and renewal.
- High-pressure environment with client-facing responsibilities and market volatility.
- Limited mention of work-life balance
- likely requires flexibility for market hours.
- This role is ideal for experienced investment professionals with a passion for U.S. markets and HNW client service, who thrive in fast-paced, client-driven environments.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to senior investment strategist or team lead within the wealth management division.
- Expand expertise into broader asset classes or become a portfolio manager for HNW clients.
- Transition to client-facing relationship management or product development roles.
- Conduct deep-dive research on U.S. equities, options, futures, and other derivatives to produce client-facing investment content.
- Provide bespoke investment advisory to high-net-worth clients, including asset allocation, trade execution support, and client meeting participation.
- Develop thematic market commentary and training materials to empower relationship managers and support client engagement.
- Strong knowledge of U.S. equity markets, options, futures, and derivatives.
- Proven experience in equity research or option trading, with familiarity in cryptocurrency investments.
- Excellent communication and coordination skills, with native English and Chinese proficiency.
- FINRA licenses (SIE, Series 7/63/86/87) are mandatory.
申请策略
- Tailor your cover letter to demonstrate understanding of Futu's platform and client base.
- Prepare a portfolio of written market commentaries or research reports to showcase your writing skills.
- Emphasize equity research or option trading experience with specific examples of investment recommendations.
- Highlight any experience with high-net-worth client service or financial advisory.
- Mention FINRA licenses held or progress towards obtaining them.
- Showcase bilingual communication skills and ability to produce client-facing content.
- If lacking FINRA licenses, prioritize studying for SIE and Series 7 exams.
- Deepen knowledge of cryptocurrency markets to meet the 'additional knowledge' requirement.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
- For technical questions, structure your answer around analysis, rationale, and risk management.
- Always relate answers to client outcomes and firm-wide strategy.
- Walk me through your investment process for U.S. equities.
- How would you advise a HNW client concerned about market volatility?
- Describe a time you trained or supported relationship managers.
- What is your experience with options strategies?
- How do you stay updated on U.S. market regulations and trends?
职位点评
60
综合评分
香港大型金融科技平台的中级岗位，聚焦美股衍生品和高净值客户服务，发展性强但生活方式一般。
更适合这类人
This role is best suited for candidates motivated by professional growth and skill development in U.S. markets, who are willing to accept moderate compensation uncertainty and limited work-life balance.
表现最好
成长发展
相对薄弱
工作生活
薪资福利70
成长发展80
工作生活40
使命价值50
薪资福利
70中等
The role is in Hong Kong, a high-cost city, but no specific salary or benefits are mentioned. FINRA licenses and experience requirements suggest competitive compensation, but uncertainty remains.
薪资信号未披露（AI估算：50K-80K/月）
成长发展
80较高
The role offers exposure to U.S. markets, derivatives, and HNW clients, which are valuable skills. Training RMs and developing content provide growth, but no explicit promotion path is mentioned.
技术前沿主流现代技术
技术栈U.S. equities、options、futures、derivatives、cryptocurrency
成长机会ongoing training
业务类型profit_center
工作生活
40较低
No mention of remote work or flexibility. Likely requires in-office presence in Hong Kong, with potential long hours due to market coverage and client demands.
工作模式仅现场办公
办公地点未明确
加班情况未提及（无法判断）
使命价值
50较低
The role contributes to client wealth management and financial markets, but social impact is moderate. Industry is stable, and innovation level is not explicitly highlighted.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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