Responsibilities:

• Liaise with in house departments to produce internal market view to support business need.
• Conduct investment research & develop investment strategies on various markets and asset classes to meet customer investment need.
• Produce & deliver consistent market views & strategies to sales staff and public through various means.
• Support various kinds of investment sales activities & client meeting.

Requirements:

• Bachelor Degree or above with major in Finance, Economics or related discipline.
• 6 years (Senior Wealth Specialist) / 4 years (Wealth Specialist) of relevant working experience in Banking / Financial industry.
• Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
• Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
• Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
• Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
• Enthusiasm in achieving goals.
• Excellent command of spoken and written English and Chinese, and Putunghua is essential.
• Willing to travel overseas & Mainland China