CareerPlan

Manager, Investment Advisory

Hong Kong, Hong Kong, HKFull-time2026-08-28 → 2026-11-07

Core

Provide investment market updates and advice on local & foreign markets, execute orders, and support the development of new investment products for the Bank.

Role type

Manager, Investment Advisory

Builds

Investment products and market updates

Domain

Financial Services / Investment Banking

Required skills

Investment banking product knowledge, Trade execution, Financial market analysis, Product due diligence, Client liaison, Regulatory compliance

Preferred skills

CFA qualification, Professional licensing qualifications

Technologies

N/A

Responsibilities

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

Seniority

Manager, hands-on IC