Senior Investment Advisor (Portfolio Solutions) - 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. 

Investments and Wealth Solutions – CIO and Investment Advisory

Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment.  Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

We are currently seeking a high caliber professional to join our team as Senior Investment Advisor (Portfolio Solutions).

Principal responsibilities

• Participate in Wealth and Personal Banking HNW client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
• Conduct in-depth global market investment research, generate investment strategies and portfolio ideas
• Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
• 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. Candidates with less academic qualification but possesses relevant work experience will also be considered.
• At least 8-10 years experience in investment advisory service, with good knowledge of global / local 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
• Strong self-motivation, with the ability to work independently and under pressure
• Proficiency in both written English and Chinese, fluency in Putonghua an advantage

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.