SVP Investment Strategist

Job description

Develop and implement Taiwan onshore investment strategies, asset allocation guidance (SAA/TAA) and thematic ideas across asset classes for Private Banking and Premier Wealth clients. Contribute to the global/regional investment process to formulate value-adding portfolio strategies and commercially viable High Conviction Themes (aligned to the CIO House View). Deliver frontline training on SAA/TAA, Core-Satellite framework and Portfolio Based Approach to strengthen investment advisory quality and consistency (“One Voice”).

Contribute to the delivery of the Sustainable Investment Strategy, including sustainability-related themes and ESG investment initiatives.

• Work closely with fund house partners and capital markets vendors to develop fit-for-purpose onshore solutions that implement CIO House View and High Conviction Themes
• Contribute local market insights into CIO publications (e.g., Daily/Weekly/Monthly Investment Insights, Quarterly Investment Outlook, Market
• Updates and High Conviction Themes materials).

Develop client-friendly, professional CIO materials and business-enabling narratives to enhance client experience, market High Conviction Themes and boost sales effectiveness. Provide Mandarin and English materials and training to enable holistic end-to-end client servicing for both Premier and Private Banking. Provide bespoke CIO advisory to UHNW/Family Office clients on asset allocation, portfolio strategy and market analysis.

Build thought leadership and a visible public profile through proactive external marketing and media communication (subject to governance/approvals). Support Net New Money generation and new client acquisition through participation in client pitches, prospecting events and key client meetings. Ensure consistent “One Voice” communication and implementation of CIO House View across the end-to-end investment and advisory process.

Significant experience in portfolio strategy, investment research, asset allocation and product selection within wealth management/private banking (depth commensurate with CIO seniority). Strong cross-asset market knowledge and ability to translate macro/thematic views into actionable portfolio guidance and implementable ideas. Strong stakeholder management skills; able to work with diverse teams and drive cross-boundary collaboration.

Excellent presentation and writing skills with the ability to simplify complex market topics into compelling client narratives. Fluent in Mandarin and English (spoken and written). University degree in a relevant discipline; CFA or related professional qualifications are strongly preferred (or equivalent experience). Strong quantitative skills; familiarity with data/analytics and technology-enabled workflows (AI skills a plus, aligned to maintaining macro/market applications).

Trust L4 Securities Investment Trust and Consulting Professionals