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Senior Investment Advisor - Hang Seng Bank (HK)

HSBCCentral, Hong Kong

10 天前

职位描述

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

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 Wealth and Personal Banking 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.

We are currently seeking a high caliber professional to join our team as Senior Investment Advisor .

Principal responsibilities

Conduct in-depth Global Market Marco and FX research, generate investment strategies and portfolio ideas
Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
Participate in Wealth and Personal Banking 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

Requirements

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 possesses relevant work experience will also be considered

5-10 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

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.

Issued by Hang Seng Bank Limited

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Investment Hang Seng • Central, Hong Kong