Manager, Investment Advisory

Reporting to Head of 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 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, preferable on bonds or global equities
• 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
• A team player
• Strong communication and presentation skills
• Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.