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 ensuring consistent implementation across advisory and portfolio construction. The SVP will also be involved in delivering frontline training, contributing to the sustainable investment strategy, and driving multi-asset product fulfillment and cross-asset collaboration. 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 candidate should have strong quantitative skills, be familiar with data and analytics, and have technology-enabled workflows, with AI skills being a plus. The position also involves internal and external marketing, client engagement, and supporting net new money generation.

Hiring Company

HSBC