Investment Advisory Associate Director

Salary :

$81,000 - 90,000 yearly

Company : Morgan Mckinley

Job Type : Full Time

Hong Kong

Job Description - Investment Advisory Associate Director

Responsibilities

Review and supervise distribution processes to ensure seamless execution and regulatory compliance.
Collaborate with cross-functional teams and regional leadership to design, plan, and execute wealth strategies and project roadmaps .
Expand market presence by driving fund sales and promoting unit-linked products across key internal clients and channels .
Conduct market and product training, develop engagement materials, and mentor sales and advisory personnel to enhance product expertise .

Requirements:

Currently qualified or eligible to act as an SFC Responsible Officer (RO) for Type 1 and Type 4 regulated activities .
Minimum 10 years of experience in a team head, senior sales, or investment advisory role within a regulated financial institution .
Highly fluency in Mandaruin is a must; native mandarin speaker is an advantage.
Bachelor's degree in Finance or a related field; CFA charterholder preferred .
Deep knowledge of sales management, investment management, and HK market dynamics .
Outstanding communication, stakeholder management, and interpersonal skills with a collaborative, team-oriented mindset .

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Investment Advisory Associate Director

Job Description - Investment Advisory Associate Director

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