Assistant Investment Services Manager

Intermediate (3-6 years)


Technical Skills

  • Alternative Investments
  • Asset Allocation
  • Customer Service
  • Due Diligence
  • Economics
  • FX
  • Market Research
  • Project Management

Job Description

Assistant Investment Services Manager

Assistant Investment Services Manager

Investment Services - Product and Business Development Department

Hang Seng's Investment Services business offers a full spectrum of investment products and services to both private and corporate investors. Our customers can invest in over 400 investment funds managed by reputable international fund houses. The funds cover different asset classes, including global equities, bonds, money markets and foreign exchange markets. We also provide asset management services for retirement schemes, institutional investors and charitable organisations.

Our securities services are offered through a wide variety of trading channels - including designated branches and the Internet, as well as automated, manned and mobile phone trading.

We provide various structured products for investors as an alternative investment choice for enhancing their potential returns, while our currency-linked deposits and forex margin trading are able to provide investors with opportunities to capitalise on the FX market. Besides, we also offer bond investments to selected personal customer segments for a stable return.

Should you join our Investment Services business, you will assist in developing different types of investment products and formulating business promotion programmes to meet the needs of our different customer segments. With your professional knowledge and expertise in asset management, you will help manage investment portfolios to enhance investment performance for our customers.

We are currently seeking high caliber professionals to join our department as Assistant Investment Services Manager.

Principal responsibilities:
  • Assist in implementing the product strategy to achieve the financial objective of the fund distribution business
  • Conduct market research to maintain an optimal suite of investment fund offering to fulfill the needs of different customer groups within the Bank
  • Perform due diligence and on-going assessment on the quality of investment funds under distribution
  • Collaborate with a diverse set of stakeholders, both internal and external, to ensure the product suitability and platform efficiency for the fund distribution business
  • University degree in Economics/Finance or related disciplines, preferably with relevant professional qualifications (CFA, FRM, CAIA, etc)
  • Minimum of 3 years' relevant experience, with knowledge of the investment fund industry and regulatory requirements
  • Strong self-motivation, with the ability to work independently and under pressure
  • Good project management, communication and analytical skills
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
e-mail: [email redacted, apply via Jobable]
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Risk Manager (FRM), CFA Level III / CFA Charterholder
LanguageEnglish, Cantonese, Mandarin (Putonghua)