SVP Investment Strategist

Job Summary

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

• People Responsibility: N
• Reports To: SVP and Head of Wealth and Premier Solutions

Job content:

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• Investment process and CIO House View implementation (Taiwan onshore)
• 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).
• Drive the local CIO-led end-to-end process via a Taiwan investment committee, ensuring consistent implementation across advisory and portfolio construction.
• 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.

• Multi-asset product fulfilment and cross-asset collaboration
• Drive cross-asset collaboration with Wealth Product teams to steer onshore product fulfilment planning and tactical investment idea generation in support of investment revenue growth.
• Identify best-in-class investment products to implement multi-asset allocation, investment themes and other tactical ideas for Taiwan onshore clients.
• Monitor investment performance of products used for asset allocation, themes and tactical ideas on both a standalone and portfolio basis; recommend adjustments where needed.
• 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

• Content creation and distribution (Mandarin & English)
• Lead onshore investment content creation by leveraging Global/Asia CIO content and Global Investment Research to develop value-adding market analysis and investment narratives tailored to Taiwan client needs.
• 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.
• Partner with relevant digital/content teams to enhance distribution via approved digital interfaces and platforms.

• Internal and external marketing / client engagement
• Communicate CIO House View and High Conviction Themes effectively through onshore investment outlook events, client events, UHNW roundtables, collaboration events and 1:1 client meetings.
• 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.
• Drive internal marketing via weekly investment and/or morning meeting processes to ensure effective delivery of CIO views and product fulfilment plans to frontline colleagues.
• Ensure consistent “One Voice” communication and implementation of CIO House View across the end-to-end investment and advisory process.

Skills Requirement

• 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).

License requirement

• Trust L4
• Securities Investment Trust and Consulting Professionals