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