Senior Investment Advisor

6 days ago

Davao City, Philippines HSBC Full time

Senior Investment Advisor - Hang Seng Bank (HK) – HSBC We are seeking an experienced professional to join our Investment Advisory team as a Senior Investment Advisor. The position offers opportunities to work with high-net-worth clients, develop investment strategies, and deliver advisory services in a dynamic environment. Responsibilities Conduct in-depth Global Market Macro and/or FX research, generate investment strategies and portfolio ideas Prepare market commentaries, market update presentations, and provide advisory services for Retail Banking and Wealth Participate in Retail Banking and Wealth High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function Qualifications 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 3-5 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. Issued by Hang Seng Bank Limited #J-18808-Ljbffr

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