Job details
Location: | Hong Kong |
Salary: | Negotiable |
Job Type: | Permanent |
Discipline: | |
Reference: | 75101_1728900497 |
Posted: | 27 days ago |
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.