North Asia Investment Lab head, Private Bank
Unicorn Advisor (HK) Limited
Hong Kong, Hong Kong
  • Hire, train, develop and manage on a day to day a team which is highly skilled in conducting client portfolio analyses, portfolio construction and risk management
  • Partner with Capital Markets, Managed Investments Product teams, the Investment Strategy Teams and other Lab team colleagues regionally and globally to devise Thematic pieces attuned to current market views of the bank.
  • Proactively develop a strong work relationship with sales managers, Banker Team Heads, IC Heads and Investment counselors to help the North Asia business achieve investment goals.
  • Lead the team in ongoing analytical tool development both internally and in partnership with third party providers of analytics.
  • Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools.
  • Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements.

  • Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
  • Perform statistical modeling across asset classes.
  • Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients.
  • Present and discuss portfolio analysis and investment proposals both with the Sales teams and directly with UHNW clients and their family offices.
  • Discuss and educate others internally and externally - in work topics openly and confidently.

  • Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
  • Help to develop and position relevant global and regional investment themes to the covered segment.
  • Identify analytical opportunities for covered client segment via analysis of the book of business and markets / product trends
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