Senior Investment Advisor

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About Hang Seng Bank

Hang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers.

Investments and Wealth Solutions

Our Investments and Wealth Solutions team offers a comprehensive range of investment products and services to our Wealth and Personal Banking customers, including investment funds, structured products, and fixed income instruments.

Key Responsibilities

  • Participate in client meetings to share investment market views and provide insightful asset allocation strategies.
  • Conduct in-depth global market research and generate investment strategies and portfolio ideas.
  • Prepare market commentaries and provide advisory services to Wealth and Personal Banking clients.
  • Develop and implement initiatives related to compliance, systems, and procedures for the investment advisory function.

Requirements

  • University degree in Finance, Economics, or other relevant qualifications.
  • Over 10 years' experience in investment advisory services, with good knowledge of global and local markets and investment products.
  • Fulfillment of competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance.
  • High level of customer centricity mindset with dedication to delivering exceptional quality services.
  • Strong self-motivation and ability to work independently and under pressure.
  • Proficiency in both written English and Chinese, with fluency in Putonghua an advantage.


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