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Senior Investment Advisor (Global Macro)

Employer
Achievers Recruitment Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Closing date
May 12, 2021

View more

Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Participate in Wealth and Personal Banking client meetings together with Relationship Managers on daily basis to share investment market views and insightful macroeconomics.
  • Conduct in-depth investment research; evaluate investment strategies and generate investment ideas.
  • Prepare both Chinese and English investment commentaries on daily, weekly, monthly, quarterly and ad-hoc basis; assist in providing daily global commentaries and advisory services for Wealth and Personal Banking.
  • Conduct global markets research and assess the suitability of various investment products, in particular Fund products to meet client investment needs.
  • 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.
  • 10+ years' experience in investment advisory service or private banking, 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
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage

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