Manager, Investment Advisory (Fixed Income Products)
Dah Sing Bank
Hong Kong
2天前

Reporting to Team Head, Investment Advisory, you will be responsible for providing investment advice and recommendations in relation to local & foreign markets, and developing new investment products for the Bank, providing investment recommendations focusing on fixed income products and executing securities orders.

Job Responsibilities

  • Initiate and promote in-house recommendations for local & international investment products
  • Manage the design and introduction of new investment products
  • Train managers and executives in investment advisory products and wealth management concepts
  • Deal with high net worth clients on an occasional basis with respect to complex trading needs
  • Receive and execute clients' securities orders from Relationship Managers and other sales or sales support staff
  • Assist Relationship Managers on obtaining quotation and dealing in securities
  • Seek the most competitive price from brokers for prices quotation and orders execution
  • Keep clients' orders in the order book
  • Develop the fund selection process and monitor the system for top tier funds on a continuous basis
  • Conduct products due diligence and monitor suggested products
  • Conduct investment portfolio review for clients and attend joint calls with Relationship Managers
  • Assist to make products more competitive & efficient, develop and use wealth management concepts to promote products and develop marketing strategies for selling products to bankers & clients
  • To meet the challenge, you should have the following qualifications and attributes.

  • Degree holder and preferably with CFA qualifications
  • At least 6 years of relevant experience on handling investment banking products and services
  • Professional licensing qualifications per local regulatory bodies requirement
  • Excellent knowledge on trade execution
  • Strong background in one of the asset classes especially fixed income products
  • With knowledge on wealth management and able to recommend various portfolios and products to meet clients' needs
  • Good understanding on financial markets
  • Strong communication and presentation skills
  • A good team player
  • Good command of written and spoken English and Chinese
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