Investment Advisor
HSBC Group
Hong Kong, China
21天前

Description

A Career with Hang Seng Bank

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.

Investment Advisor (Funds)

Investment Services Investment Advisory Department

Hang Seng's Investment Services business offers a full spectrum of investment products and services to both private and corporate investors.

Our customers can invest in over 400 investment funds managed by reputable international fund houses. The funds cover different asset classes, including global equities, bonds, money markets and foreign exchange markets.

We also provide asset management services for retirement schemes, institutional investors and charitable organisations.

Our securities services are offered through a wide variety of trading channels - including designated branches and the Internet, as well as automated, manned and mobile phone trading.

We provide various structured products for investors as an alternative investment choice for enhancing their potential returns, while our currency-

linked deposits and forex margin trading are able to provide investors with opportunities to capitalise on the FX market.

Besides, we also offer bond investments to selected personal customer segments for a stable return.

Should you join our Investment Services business, you will assist in developing different types of investment products and formulating business promotion programmes to meet the needs of our different customer segments.

With your professional knowledge and expertise in asset management, you will help manage investment portfolios to enhance investment performance for our customers.

We are currently seeking high caliber professionals to join our department as Investment Advisor (Funds) .

Principal responsibilities

  • Assist in providing daily global markets commentaries and advisory services for Private Banking, Retail Banking and Wealth Management units and Corporate Wealth Management
  • Conduct global markets research and assess the suitability of various investment products, in particular Fund products to meet client investment needs
  • 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 5 years’ experience in investment advisory service or private banking, with good knowledge of global 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
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage
  • Strong self-motivation, with the ability to work independently and under pressure
  • Good communication, interpersonal and presentation skills
  • 申請
    申請
    郵箱地址
    通過點擊“繼續”,我允許neuvo同意處理我的數據並向我發送電子郵件提醒,詳見neuvo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    持續
    申請表格