Senior Vice President, Investment Strategist Greater Taipei, Taiwan Area

The Company is seeking an SVP, Investment Strategist for Taiwan Onshore. The successful candidate will be responsible for the development and implementation of onshore investment strategies, asset allocation guidance, and thematic ideas across various asset classes for private banking and premier wealth clients. This role involves contributing to the global and regional investment process, driving the local CIO-led end-to-end process, and delivering training to enhance the quality and consistency of investment advisory. The SVP will also be involved in the sustainable investment strategy, including ESG initiatives, and will be expected to lead onshore investment content creation, and distribution, and engage in both internal and external marketing activities. Applicants must have significant experience in portfolio strategy, investment research, asset allocation, and product selection within wealth management or private banking. Strong cross-asset market knowledge, the ability to translate macro and thematic views into actionable portfolio guidance, and excellent stakeholder management skills are essential. The role requires fluency in Mandarin and English, a university degree in a relevant discipline, and a CFA or related professional qualification is strongly preferred. The ideal candidate will have strong quantitative skills, be familiar with data and analytics, and have technology-enabled workflows, with AI skills being a plus. The position demands a professional who can simplify complex market topics into compelling client narratives and is adept at driving cross-boundary collaboration.

Hiring Company

HSBC