Manager, Investment Advisory

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.

Job Purpose

Reporting to Head of Investment Advisory, you will be responsible for providing investment market updates and advice in relation to local & foreign markets, performing order executions and providing support in the development of new investment products for the Bank.

Job Responsibilities

• Initiate and monitor investment ideas of assigned asset class
• Prepare in-house investment market updates and recommendations for investment products
• Assist frontline sales staff to achieve sales target
• Source investment products and conduct products due diligence
• Liaise with brokers for price quotes and orders execution
• Handle enquiries on investment products from internal and external clients
• Provide daily administrative support to the Head of Investment Advisory

Requirements

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 in handling investment banking products and services
• Good knowledge of trade execution on various asset classes
• General understanding of financial markets and excellent knowledge in one of the investment asset classes
• Strong communication and presentation skills
• Meticulous with the ability to multi-task and able to work under time-pressure
• A team player
• Professional licensing qualifications per local regulatory bodies requirement

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2

Please note that only shortlisted candidates will be notified.