Senior Investment Strategist - Hong Kong

Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in WealthTech, we are a team of passionate builders creating the future of wealth management.

The Right Profile

As we expand in Hong Kong, this is an exceptional opportunity to shape market strategy, influence product direction, and represent a rising regional brand at the forefront of digital wealth innovation.

If you are a seasoned investment strategist with a deep understanding of the Hong Kong market and you thrive as a thought leader, communicator and builder - this role offers the chance to create meaningful impact from day one.

Key Responsibilities

• Manage Hong Kong's Product Offering: Partner with central investment and cross-functional teams to define the product roadmap and oversee the execution, governance, and regulatory compliance of Syfe's managed portfolios in Hong Kong.
• Drive Investment Strategy through Thought Leadership: Integrate regional outlooks with local market insights to deliver high-quality, AI-enhanced commentary on Hong Kong's regulatory landscape, MPF dynamics, and thematic investment trends.
• Be Syfe's Local Investment Voice in Hong Kong: Act as the primary brand representative across media and industry events to establish a consistent, authoritative, and trustworthy investment voice within the local market.

Minimum Qualifications:

• 7+ years of investment experience in investment strategy, research or advisory roles in the Hong Kong market.
• Deep understanding of Hong Kong's investment ecosystem - ETFs, managed accounts, regulatory frameworks, MPF and retail investor behaviour.
• Outstanding communication skills with media, public-speaking or client-facing presence.
• Ability to break down complex investment concepts into clear, actionable insights.
• Strong relationships across asset managers, issuers, research providers and/or industry bodies.
• Entrepreneurial mindset; comfortable operating autonomously in a fast-paced environment.
• Bilingual in English and Chinese (Mandarin / Cantonese) with working proficiency.

Preferred Qualifications

• Hold a CFP / CFA qualification.
• Previous experience as a Responsible Officer (RO) which involved advising on, managing, or overseeing Managed Portfolios in a PLUS.
• Python coding used for research / simulations / data manipulation is a PLUS

Come As You Are

We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.

Due to the volume of applications, we regret that only shortlisted candidates will be notified.