Senior Investment Advisor

2 weeks ago


hong kong, Hong Kong SAR China Hang Seng Bank Full time

Senior Investment Advisor – Hang Seng Bank (HK) Join Hang Seng Bank as a Senior Investment Advisor. Overview Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top-tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also provide fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Our securities services cover exchange-traded equities in local and overseas markets offered through a variety of trading channels. Margin trading services covering FX and securities, and investment financing service provide extra liquidity and purchasing power for sophisticated investors. Principal Responsibilities Conduct in-depth Global Market Macro and/or FX research, generate investment strategies and portfolio ideas Prepare market commentaries, market update presentations, and provide advisory services for Retail Banking and Wealth Participate in Retail Banking and Wealth High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies Participate in the development and implementation of initiatives related to compliance, systems and procedures for the investment advisory function Requirements \University degree in Finance, Economics or other relevant qualifications, passes in the Hong Kong Securities Institute Licensing Examinations; CFA is a plus. Candidates with less academic qualification but possessing relevant work experience will also be considered. At least 3‑5 years’ experience in investment advisory service, with good knowledge of global/local markets and investment products Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Strong self‑motivation, with the ability to work independently and under pressure Proficiency in both written English and Chinese; fluency in Putonghua an advantage Benefits and Additional Information You’ll achieve more when you join Hang Seng Bank Limited. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best‑in‑class products and services. We seek to attract high‑calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. Issued by Hang Seng Bank Limited Referrals increase your chances of interviewing at Hang Seng Bank by 2x #J-18808-Ljbffr



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