Manager, Investment Consulting- Hang Seng Bank (HK)

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.

We are currently seeking a high caliber professional to join our team 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
• Proven 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
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.