Senior Investment Advisor

Some careers have more impact than others. Investments and Wealth Solutions – CIO and Investment Advisory 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 offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors. Senior Investment Advisor 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 the compliance, systems and procedures for the investment advisory function. Qualifications and Experience: University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus. Candidates with less academic qualification but possess 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. Employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme. 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. Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong. All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed. Issued by Hang Seng Bank Limited Established in 1933, Hang Seng Bank is renowned as one of the leading banks in Hong Kong that is dedicated to delivering a comprehensive range of banking, investment and wealth management services tailored to the unique needs of individuals and business. With an extensive customer base of over 3.9 million and over 260 branches in Hong Kong, Hang Seng has built a robust local presence by adopting a customer‑centric approach. #J-18808-Ljbffr