Investment Strategist
About this role
Responsibilities:
- Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
- Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
- Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
- Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
- Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.
- Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
- Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
- At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
- Strong communication and coordination skills, with a strong sense of teamwork.
- Language skills: Native English + Chinese.
- License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)
Frequently Asked Questions
Is the salary disclosed for the Investment Strategist position at moomoo?
The salary for this Investment Strategist role at moomoo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Strategist position at moomoo located?
This Investment Strategist role at moomoo is based in Hong Kong, Hong Kong, Hong Kong. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Strategist role at moomoo full-time or part-time?
This is listed as a Full time position. It is posted as a Investment Strategist role at moomoo.
How do I apply for the Investment Strategist position at moomoo?
Click the "Apply Now" button on this page. You will be redirected to moomoo's official application portal hosted on workable where you can submit your application directly.
When was the Investment Strategist job at moomoo posted?
This Investment Strategist position at moomoo was posted on Jul 8, 2026. Apply as soon as possible — early applications are often reviewed first.
Investment Strategist
moomoo
You'll be redirected to moomoo's official application page on workable.