Banking Investment Advisory Manager

Our client, a well-established banking group is now seeking calibrate candidates to join their team as an Investment Advisory Manager to cope with its business development.

The Investment Advisory Manager will be responsible for:

• Manage the design and introduction of new investment products
• Train managers and executives in investment advisory products and wealth management concepts
• Initiate and promote in-house recommendations for local & international investment products
• Deal with high net worth clients on an occasional basis with respect to complex trading needs
• Receive and execute clients' securities orders from Relationship Managers and other sales or sales support staff
• Assist Relationship Managers on obtaining quotation and dealing in securities
• Seek the most competitive price from brokers for prices quotation and orders execution
• Keep clients' orders in the order book
• Develop the fund selection process and monitor the system for top tier funds on a continuous basis
• Conduct products due diligence and monitor suggested products
• Conduct investment portfolio review for clients and attend joint calls with Relationship Managers
• Assist to make products more competitive & efficient, develop and use wealth management concepts to promote products and develop marketing strategies for selling products to bankers & clients

Requirements :

• University Degree Holder and preferably with CFA qualifications
• Possess 6 years' relevant experience in Banking on handling invesement banking product and services
• Good understanding on financial market
• Familiar with retail banking products & system operations.
• Strong interpersonal, communication and presentation skills
• Professional licensing qualifications per local regulatory bodies requirement
• Good command of written and spoken English and Chinese

*Interested parties, please click on below button "Apply Now". For a confidential discussion, please contact Queenie Tsang at +852 2544 5598