Senior Investment Advisor - Portfolio Solutions

Some careers have more impact than others.

If you're looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

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.

We are currently seeking a high caliber professional to join our team as Senior Investment Advisor - Portfolio Solutions.

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.
• At least 8-10 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 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.

Before you apply, you should read the Internal Recruitment Policy carefully (Hong Kong Hang Seng - HKG HASE: Internal Recruitment Policy). Your job application would be bound by all the terms stated in the Internal Recruitment Policy. For internal applicants with less than twelve months in their current role, Manager's endorsement is required. Please obtain and enclose the endorsement in the application. If you have been in your current role for more than 12 months but the behaviour gateway was "No" in the most recent performance assessment, you cannot apply any internal job openings. For any enquiries, please contact the recruiter for the job opening.

You'll achieve more when you join Hang Seng Bank Limited.

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Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited