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Senior Investment Advisor
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Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to its customers.
Job DescriptionJob Summary
We are seeking a high-caliber Senior Investment Advisor to join our Investments and Wealth Solutions team. As a Senior Investment Advisor, you will be responsible for participating in high-net-worth client meetings, conducting in-depth global market investment research, and providing advisory services to Wealth and Personal Banking customers.
Key Responsibilities
- Participate in client meetings to share investment market views and insightful asset allocation strategies
- Conduct research and generate investment strategies and portfolio ideas
- Prepare market commentaries and provide advisory services for Wealth and Personal Banking
- 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
- Passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
- 5-10 years' experience in investment advisory service, with good knowledge of global/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 deliver exceptional quality services
- Strong self-motivation, with the ability to work independently and under pressure
- Proficiency in both written English and Chinese, fluency in Putonghua an advantage