Senior Investment Advisor

5 days ago

Davao City, Philippines HSBC Full time

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. Senior Investment Advisor Principal 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 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 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. You’ll achieve more when you join Hang Seng Bank Limited. #J-18808-Ljbffr

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