Senior Investment Advisor
1 month ago
A Career with Hang Seng Bank
Hang Seng is committed to delivering exceptional service excellence. Our people are our most valuable asset, playing a vital role in enhancing our performance for customers and providing best-in-class products and services.
Investments and Wealth Solutions – CIO and Investment Advisory
We offer a comprehensive range of investment products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels. Our investment funds are managed by top-tier fund managers, covering different types of funds, regions, and asset classes.
We provide a wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. for investors to pursue different investment objectives. Our fixed income instruments and certificates of deposit offer regular coupon payments. We also provide securities services covering exchange-traded equities in local and overseas markets through various trading channels.
Key Responsibilities
- Participate in Wealth and Personal Banking High-Net-Worth client meetings to share investment market views and insightful asset allocation strategies.
- Conduct in-depth global market investment research, generate investment strategies, and portfolio ideas.
- Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking.
- Participate in the development and implementation of initiatives related to the compliance, systems, and procedures for the investment advisory function.
Requirements
- University degree in Finance, Economics, or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations. CFA is a plus.
- Over 10 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.
Join our team and take the first step towards a rewarding career with Hang Seng Bank.
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