Posted on 2022-11-01
Hang Seng Bank

Senior Market Advisor/Senior Investment Advisor

Hang Seng Bank

Investment Services – Investment Advisory

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.

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.

We are currently seeking high caliber professionals to join our department as Senior Market Advisor/Senior Investment Advisor.


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.
  • Over 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 independenlty and under pressure
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our  Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of three years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

More job information
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 10 years - 20 years or above
Career Level
  • Middle management level
Education
  • Degree