Job description

A Career with Hang Seng Bank 

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. 


Investment Services – Investment Advisory


Hang Seng's Investment Services business offers a full spectrum of investment products and services to both private and corporate investors. Our customers can invest in over 400 investment funds managed by reputable international fund houses. The funds cover different asset classes, including global equities, bonds, money markets and foreign exchange markets. We also provide asset management services for retirement schemes, institutional investors and charitable organisations.

We provide various structured products for investors as an alternative investment choice for enhancing their potential returns, while our currency-linked deposits and forex margin trading are able to provide investors with opportunities to capitalise on the FX market. Besides, we also offer bond investments to selected personal customer segments for a stable return.

We are currently seeking a high caliber professional to join our department as Assistant Business Planning and Analytics Manager.


Principal responsibilities

  • Participate in Wealth and Personal Banking HNW client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
  • Conduct in-depth global market investment research, generate investment strategies and portfolio ideas
  • Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
  • 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. Candidates with less academic qualification but possesses relevant work experience will also be considered.
  • Over 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
  • Strong self-motivation, with the ability to work independenlty and under pressure
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

 

If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.