About the role
FinEx AI summary
Formulates investment strategies and communicates CIO house views to Private Banking and Treasures Private Client relationship managers and clients. Produces regular market update reports, thematic and macro investment ideas, and oversees translation of CIO materials into Traditional Chinese. Attends client meetings to support Greater China wealth management business.
Core skills Investment Strategy Macro Strategy Private Banking Wealth Management Portfolio Analysis Client Presentations
Role details
Work style On-Site
Posted 22 Sep 2026
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