Manager, Investment Advisory

Job Purpose

Reporting to Head of Investment Advisory, you will be responsible for providing investment market updates and advice in relation to local & foreign markets, performing order executions and providing support in the development of new investment products for the Bank.

Job Responsibilities

· Initiate and monitor investment ideas of assigned asset class

· Prepare in-house investment market updates and recommendations for investment products

· Assist frontline sales staff to achieve sales target

· Source investment products and conduct products due diligence

· Liaise with brokers for price quotes and orders execution

· Handle enquiries on investment products from internal and external clients

· Provide daily administrative support to the Head of Investment Advisory

Requirements

To meet the challenge, you should have the following qualifications and attributes.

· Degree holder and preferably with CFA qualifications

· At least 6 years of relevant experience in handling investment banking products and services

· Good knowledge of trade execution on various asset classes

· General understanding of financial markets and excellent knowledge in one of the investment asset classes

· Strong communication and presentation skills

· Meticulous with the ability to multi-task and able to work under time-pressure

· A team player

· Professional licensing qualifications per local regulatory bodies requirement

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2