Investment Advisory Associate Director

Morgan McKinley Hong Kong

Posted 1 month ago Permanent HK$81k -90k pm

Responsibilities

Review and supervise distribution processes to ensure seamless execution and regulatory compliance.
Collaborate with cross-functional teams and regional leadership to design, plan, and execute wealth strategies and project roadmaps .
Expand market presence by driving fund sales and promoting unit-linked products across key internal clients and channels .
Conduct market and product training, develop engagement materials, and mentor sales and advisory personnel to enhance product expertise .

Requirements:

Currently qualified or eligible to act as an SFC Responsible Officer (RO) for Type 1 and Type 4 regulated activities .
Minimum 10 years of experience in a team head, senior sales, or investment advisory role within a regulated financial institution .
Highly fluency in Mandaruin is a must; native mandarin speaker is an advantage.
Bachelor's degree in Finance or a related field; CFA charterholder preferred .
Deep knowledge of sales management, investment management, and HK market dynamics .
Outstanding communication, stakeholder management, and interpersonal skills with a collaborative, team-oriented mindset .

Job ID JN -102026-2009961

ABOUT COMPANY

Morgan McKinley - Hong Kong

Hong Kong

48 Employees HR & Recruitment

Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...

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