Investment Advisor – Funds recruitment
Corporate level : VP
Location : Hong Kong
Responsibilities:
-Design and manage an efficient process for identifying and filtering long only product needs across client segments and propositions that are both of commercial relevance and supported by the bank’s investment strategy.
-Provide specialist technical investment sales support and servicing activities for Portfolio Managers, Investment Consultants / Advisors, Private Bankers, and support to clients of the bank for long only and alternative products.
-Be accountable for production, distribution and maintenance of long only product recommendation list for use across the global business, resulting in clear, implementable buy and sell recommendations.
-Support the strategic goals of the Investment Service and Wealth Solutions through leading initiatives and projects for developing products that are either tailored for clients of a particular part of the Wealth Division or intended for distribution globally.
-Be accountable and responsible for addressing all aspects of the product, such as regulatory, operational, client segment and proposition related.
-Perform ad hoc due diligence on products not covered by BAU due diligence processes, in support of Asia focused sales initiatives.
Experience/Knowledge:
• Experience in fund selection, product development and management
• Demonstrable knowledge of product research and issues relating to portfolio implementation.
• Track record that demonstrates good investment understanding.
• Demonstrated ability to contribute to client work, including presentations, client contact meetings and presentations at client events
• Previous experience as an analyst in a FoF is welcomed
Languages :
Fluent in English, Cantonese and/or Mandarin
Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.