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Investment Advisor

Futu Securities International (Hong Kong) LimitedHong Kong

30+ days ago

Job description

Responsibilities

Provide regular investment market and strategy updates that cover macroeconomic trends, industry patterns, market structures, and regulatory environments.
Maintain a proactive collaborative relationship with relationship managers to identify client needs, enhance clients' understanding of products, services, and investments, and provide timely and appropriate investment solutions.
Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.
Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
Ensure strictpliance with all internal policies and procedures, as well as all regulatory requirements.

Job Requirements :

Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or a related field.

Holder of an SFC license type 1 and 4 for regulated activity, and CFA, FRM, or related professional qualifications.

A minimum of 5 years of experience in investment analysis or related fields, with a focus on the and / or Hong Kong markets.

Proficiency in English, Mandarin, and Cantonese.

Strong self-motivation, ability to work independently, and a team-oriented spirit.

Clear and precise decision-making skills, along with strongmunication and presentation skills to illustrate investment concepts.

Depth understanding of private wealth products such as funds, structured notes, cash, and bonds, with the ability to provide professional and standardized product interpretations.

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Investment • Hong Kong

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