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Senior Investment Advisor

https://www.hsbc.com Logo

HSBC

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Location:
Hong Kong, Central

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

Job Responsibility:

  • Conduct in-depth Global Market Marco and FX research, generate investment strategies and portfolio ideas
  • Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
  • Participate in Wealth and Personal Banking High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
  • 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
  • 5-10 years’ experience in investment advisory service, 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
  • Strong self-motivation, with the ability to work independently and under pressure
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage

Nice to have:

  • CFA
  • fluency in Putonghua
What we offer:
  • Dynamic working environment
  • Good career development opportunities
  • Competitive compensation packages

Additional Information:

Job Posted:
July 04, 2025

Expiration:
December 31, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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