Senior Investment Advisor - Portfolio Solutions - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 8-10 yearsEducation: bachelorsSkills: ["Communication","Customer focus","Problem-solving","Teamwork","Interpersonal skills"]

Senior Investment Advisor for Portfolio Solutions in Hang Seng Bank’s Investments and Wealth Solutions unit. You’ll join a Wealth Advisory team, participate in client meetings, conduct global market research, craft investment strategies and market commentaries, and help implement compliance and systems initiatives for investment advisory services in a Hong Kong wealth management context.

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FursaFursa
HSBC
HSBC
6 months ago

Senior Investment Advisor - Portfolio Solutions - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

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Last checked: 6 hours agoStatus: Live

Job Summary

Senior Investment Advisor for Portfolio Solutions in Hang Seng Bank’s Investments and Wealth Solutions unit. You’ll join a Wealth Advisory team, participate in client meetings, conduct global market research, craft investment strategies and market commentaries, and help implement compliance and systems initiatives for investment advisory services in a Hong Kong wealth management context.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Manager level

Key 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.
  • •Collaborate with internal teams to ensure adherence to regulatory requirements under the Securities and Futures Ordinance.

Key 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
Experience:8-10 yearsFinanceBankingWealth management
Education:Bachelor's in Finance/Economics
Skills:CommunicationCustomer focusProblem-solvingTeamworkInterpersonal skills
Languages:EnglishChinesePutonghua

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn