Manager, Investment Advisory

Dah Sing Financial Group
Hong Kong, Hong Kong
May 25, 2019
May 30, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Reporting to Team Head, Investment Advisory, you will be responsible for providing investment advice and recommendations in relation to local & foreign markets, and developing new investment products for the Bank, providing investment recommendations and executing securities orders.

Job Responsibilities
  • Initiate and promote in-house recommendations for local & international investment products
  • Manage the design and introduction of new investment products
  • Train managers and executives in investment advisory products and wealth management concepts
  • 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

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 on handling investment banking products and services
  • Excellent knowledge on trade execution
  • Strong background in one of the asset classes
  • With knowledge on wealth management and able to recommend various portfolios and products to meet clients' needs
  • Good understanding on financial markets
  • Strong communication and presentation skills
  • A good team player
  • Professional licensing qualifications per local regulatory bodies requirement
  • Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.

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