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Manager, Investment Consulting

Hang Seng Bank

  • Company Industries:Financial Services

Job Information

  • Post Date:2025-11-24
  • Location:Central and Western District
  • Qualification:University degree
  • Language Required:English Putonghua Chinese
  • Employment Type:Full time
  • Job Function:Financial Services

Job Description

A Career with Hang Seng Bank

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

We are currently seeking a high caliber professional to join our team as Manager, Investment Consulting

Principal responsibilities

  • Provide investment advisory services to selected corporate clients as well as delivering a total investment solution with high level of service quality to anchor the relationship base and build loyalty with our customers

  • Achieve assigned income target to contribute to the team performance

  • Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers

Qualifications 

  • University degree in Business Administration, Finance or related disciplines

  • Qualification of CFA, CAIA or CFP preferred

  • Proven experience in investment sales and familiar with providing trading idea

  • Knowledge and experience in handling corporate actions of offshore bond is definitely a plus

  • Experience in organizing investment seminars for clients is an advantage

  • Strong self-motivation with good communication, interpersonal, analytical and multitasking skills

  • Proficiency in both English and Chinese, fluency in Putonghua is an advantage

  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration

  • Proficiency in using Bloomberg Terminal for data gathering and charting

  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You’ll achieve more when you join Hang Seng Bank Limited.
 
www.hangseng.com/careers
 
https://www.linkedin.com/company/hang-seng-bank

 
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
 
Issued by Hang Seng Bank Limited

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

Company Info

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

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