Investment Services Manager

Morgan McKinley Hong Kong
Hong Kong, Hong Kong
Aug 25, 2017
Aug 30, 2017
Industry Sector
Finance - General
Employment Type
Full Time

A global and International Bank is looking for Investment Services Manager to work under their brokerage business which provides high net worth (US$1 million or above) clients with professional Investment advice.

Job description:

  • Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals.
  • Provide customized services and give professional advice on global equities, mutual funds, fixed income, futures and alternative investments.
  • Review and respond to clients' changing needs and financial circumstances.
  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals.
  • Stay on top of market news, financial products development and industry trends.
  • Adhere to the professional and ethical standards set forth by regulatory bodies.


  • Ideally 5 to 10 years of working experience in the brokerage/related industry.
  • Knowledge and experience in investment products like global equities, mutual funds, fixed income, futures and alternative investments are essential.
  • University degree preferred.
  • CFA/CFP preferred.
  • Excellent communications & interpersonal skills.
  • Good command of English, Cantonese & Mandarin.
  • HKSI LE Paper 1, 7 & 8 or equivalent

An excellent opportunity to join a global platform that offers wide range of products to high net worth clients.

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