Investment Advisory Associate Director
Morgan McKinley
Hong Kong
Full time
Permanent
On-site
HK$81k -90k pm
About the job
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 .
- 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 .