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Assistant Manager, Investment Advisory

Employer
Dah Sing Financial Group
Location
Hong Kong, Hong Kong
Salary
Competitive
Closing date
Mar 7, 2023

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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 performing the following responsibilities.

Responsibilities
  • Handle dealing of investment products
  • Assist in developing and rolling out new investment products
  • Conduct investment products due diligence
  • Deliver training and education on investment products to frontline staff
  • Assist in handling investment products transfer
  • Handle enquiries on investment products and related corporate actions
  • Provide daily administrative support to the Head of Investment Advisory, Investment Advisory Managers such as the preparation of term sheets and other related documents
To meet the challenge, you should have the following qualifications and attributes:
  • Degree holder
  • Minimum 3 years of relevant experience in handling investment banking products and services
  • Good knowledge of different asset class of investment products
  • Professional licensing qualifications per local regulatory bodies requirement
  • General understanding of financial markets and knowledge of investment research
  • Strong communication and presentation skills
  • A team player
  • Meticulous and with the ability of multi-tasking; willing to work under pressure
  • Good command of written and spoken English and Chinese
Please note that only shortlisted candidates will be notified.

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