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Manager, Investment Advisory

Dah Sing Financial Group
Hong Kong, Hong Kong
Closing date
Jul 11, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
About Dah Sing Group
The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.
Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Reporting to Head of 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, preferable on bonds or global equities
  • Professional licensing qualifications per local regulatory bodies requirement
  • Excellent knowledge on trade execution
  • Strong background in one of the asset classes especially fixed income products
  • With knowledge on wealth management and able to recommend various portfolios and products to meet clients' needs
  • Good understanding on financial markets
  • A team player
  • Strong communication and presentation skills
  • Good command of written and spoken English and Chinese
Please note that only shortlisted candidates will be notified.

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