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Reporting to Team Head, Investment Advisory, you will be responsible for providing investment advice and recommendations in relation to local & foreign markets, and developing new investment products for the Bank, providing investment recommendations and executing securities orders.
Initiate and promote in-house recommendations for local & international investment products
Manage the design and introduction of new investment products
Train managers and executives in investment advisory products and wealth management concepts
Deal with high net worth clients on an occasional basis with respect to complex trading needs
Receive and execute clients' securities orders from Relationship Managers and other sales or sales support staff
Assist Relationship Managers on obtaining quotation and dealing in securities
Seek the most competitive price from brokers for prices quotation and orders execution
Keep clients' orders in the order book
Develop the fund selection process and monitor the system for top tier funds on a continuous basis
Conduct products due diligence and monitor suggested products
Conduct investment portfolio review for clients and attend joint calls with Relationship Managers
Assist to make products more competitive & efficient, develop and use wealth management concepts to promote products and develop marketing strategies for selling products to bankers & clients
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 on handling investment banking products and services
Excellent knowledge on trade execution
Strong background in one of the asset classes
With knowledge on wealth management and able to recommend various portfolios and products to meet clients' needs
Good understanding on financial markets
Strong communication and presentation skills
A good team player
Professional licensing qualifications per local regulatory bodies requirement
Good command of written and spoken English and Chinese
Please note that only shortlisted candidates will be notified.
Internal Number: 5632781
About Dah Sing Financial Group
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