Manager, Investment Consulting

Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Manager, Investment Consulting

Principal responsibilities

• Provide investment advisory services to selected corporate clients as well as delivering a total investment solution with high level of service quality to anchor the relationship base and build loyalty with our customers
• Achieve assigned income target to contribute to the team performance
• Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers

Requirements

• University degree in Business Administration, Finance or related disciplines
• Qualification of CFA, CAIA or CFP preferred
• Minimum of 5 years’ experience in investment sales and familiar with providing trading idea
• Knowledge and experience in handling corporate actions of offshore bond is definitely a plus
• Experience in organizing investment seminars for clients is an advantage
• Strong self-motivation with good communication, interpersonal, analytical and multitasking skills
• Proficiency in both English and Chinese, fluency in Putonghua is an advantage
• Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration
• Proficiency in using Bloomberg Terminal for data gathering and charting
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers