Hang Seng Bank · Central, Hong Kong Island, HK
Senior Investment Advisor - Portfolio Solutions - Hang Seng Bank (HK)
开展全球市场研究、投资策略制定及高净值客户投资顾问服务。
最近核查時仍有刊登最近確認刊登：2026-11-03 18:34:40.788961+00
招聘狀態可能變動，申請前請查看原始職位。
薪酬未公開
學歷金融、经济或相关领域大学学位或其他相关资格；学历较低但有相关工作经验者亦可考虑。
語言英语 · 书面熟练、中文 · 书面熟练、普通话 · 流利为佳
經驗至少8–10年投资顾问服务经验。
工作內容
- 陪同客户经理参与高净值客户会议，分享市场观点和资产配置策略。
- 开展全球市场投资研究，形成投资策略及组合建议。
- 编写市场评论和更新演示材料，并提供投资顾问服务。
- 参与投资顾问职能相关合规、系统及流程举措。
職位要求
- 具备相关证券牌照考试合格记录；CFA为加分项。
- 熟悉全球及本地市场和投资产品。
- 满足《证券及期货条例》规定的相关受规管活动胜任能力要求。
- 具备客户服务意识、自我驱动力，并能独立及承压工作。
查看招聘來源的要求摘錄
原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。
Requirements University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus. Candidates with less academic qualification but possesses relevant work experience will also be considered. At least 8-10 years experience in investment advisory service, with good knowledge of global / local markets and investment products Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Strong self-motivation, with the ability to work independently and under pressure Proficiency in both written English and Chinese, fluency in Putonghua an advantage The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme . Before you apply, you should read the Internal Recruitment Policy carefully ( Hong Kong Hang Seng - HKG HASE: Internal Recruitment Policy ). Your job application would be bound by all the terms stated in the Internal Recruitment Policy. For internal applicants with less than twelve months in their current role, Manager’s endorsement is required. Please obtain and enclose the endorsement in the application. If you have been in your current role for more than 12 months but the behaviour gateway was “No” in the most recent performance assessment, you cannot apply any internal job openings. For any enquiries, please contact the recruiter for the job opening. 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
來源：公司官网 · 資料查閱日期 2026-11-01。職位狀態及要求請以原始招聘頁面為準。