Investment Advisor

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

Responsibilities:

  • Provide regular investment market and strategy updates that cover macroeconomic trends, industry patterns, market structures, and regulatory environments.
  • Maintain a proactive collaborative relationship with relationship managers to identify client needs, enhance clients' understanding of products, services, and investments, and provide timely and appropriate investment solutions.
  • Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.
  • Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
  • Ensure strict compliance with all internal policies and procedures, as well as all regulatory requirements.

Job Requirements:

  • Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or a related field.
  • Holder of an SFC license type 1 and 4 for regulated activity, and CFA, FRM, or related professional qualifications.
  • A minimum of 5 years of experience in investment analysis or related fields, with a focus on the U.S. and/or Hong Kong markets.
  • Proficiency in English, Mandarin, and Cantonese.
  • Strong self-motivation, ability to work independently, and a team-oriented spirit.
  • Clear and precise decision-making skills, along with strong communication and presentation skills to illustrate investment concepts.
  • Depth understanding of private wealth products such as funds, structured notes, cash, and bonds, with the ability to provide professional and standardized product interpretations.


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