AVP / VP (Team Lead) - Investment Sales, Global Markets

Job description

Roles & Responsibilities (Investment Solutions Sales, AVP)

• Collaborate closely with Relationship Managers and Wealth Management teams to solicit and deliver investment products to high-net-worth clients and professional corporate investors.
• Participate in joint calls with business partners to meet valuable clients, identify their needs, and provide suitable investment ideas and services to achieve business targets.
• Perform regular market and credit updates, generate investment and trading ideas, and conduct product training sessions.
• Assist in product development, including sales product specifications, test planning, implementation, and post-launch monitoring.
• Handle trade initiation and execution, along with necessary follow-ups with business partners.
• Ensure full compliance with the bank's policies and procedures.

Roles & Responsibilities (Investment Solutions Sales, VP / Team Lead)

• Take a leading role in the GM investment sales team to deliver investment products to stakeholders and valuable clients.
• Collaborate closely with business units to solicit and provide investment products in order to achieve business objectives.
• Conduct regular market and credit updates, generate investment trading ideas, and facilitate product training sessions.
• Manage trade initiation, execution, and necessary follow-ups.
• Oversee new product development and maintenance, ensuring compliance with regulatory requirements.
• Ensure full adherence to the bank's policies and procedures.
• Provide additional coverage for the Macao region as well.

Requirements:

• Bachelor's degree in Banking, Economics, Finance, or a related field.
• Possession of TMA full membership is a plus.
• Successfully passed HKSI examinations and qualified under the SFO for regulated activities Types 1, 7, and 8.
• A minimum of 5 years of relevant experience with in-depth knowledge of investment products (e.g., bonds, FX, equity-linked derivatives).
• Excellent interpersonal and communication skills; independent, self-motivated, and a strong team player.
• Strong work ethic, attention to detail, and a willingness to learn.
• Proficient in MS Excel, Word, and PowerPoint.
• Fluent in both spoken and written Chinese and English, with proficiency in Mandarin.