Insurance/Investment - Specialist, Retail Banking

Gravitas Recruitment Group Hong Kong

Posted 4 days ago Permanent Competitive

We are seeking seasoned Investment Specialists (IS) and Investment Counsellors (IC) to drive the wealth management business within our Retail Banking division. In this role, you will act as the go-to investment expert, working hand-in-hand with Retail/Affluent Relationship Managers to provide sophisticated market insights, formulate asset allocation strategies, and close complex investment transactions for retail and emerging HNW clients.

Why Join Us?

High-Growth Wealth Management Platform: Join a dynamic and rapidly expanding retail banking and wealth management division with robust strategic backing and a growing affluent/HNW client base.
Direct Advisory Impact: Play a pivotal role as a subject-matter expert, partnering closely with frontline Relationship Managers to deliver high-conviction, tailored investment advice.
Comprehensive Product Suite: Empower your clients with access to a diverse range of asset classes, including global equities, fixed income, mutual funds, structured products, FX, and derivatives.
Attractive Rewards & Career Mobility: Highly competitive base salary, lucrative performance-based incentive structures, and strong internal career advancement pathways.

Key Responsibilities

Advisory & Sales Execution: Partner with Relationship Managers to conduct client portfolio reviews, identify investment opportunities, and pitch bespoke multi-asset solutions aligned with client risk profiles.
Market Intelligence & Insights: Deliver timely macroeconomic updates, market views, and actionable investment ideas to internal teams and clients.
Portfolio Construction: Assist in building customized, risk-adjusted wealth portfolios utilizing a wide spectrum of financial instruments (Equities, Bonds, Funds, FX, and Structured Products).
Compliance & Governance: Ensure all advisory activities and trade executions strictly adhere to internal risk frameworks, suitability requirements, and SFC regulatory guidelines.
Training & Upskilling: Conduct regular product training and market briefings for frontline RMs to enhance their wealth management acumen and sales confidence.

Key Requirements

Experience: Minimum of 5 years of solid experience in investment advisory, wealth management, or treasury sales within Retail or Consumer Banking.
Product Acumen: In-depth knowledge of global financial markets and multi-asset products (Mutual Funds, Bonds, Structured Notes, FX, and Equities).
Regulatory Qualifications: Must meet the relevant HKMA/SFC competency requirements (e.g., SFC Type 1 & 4 regulated activities).
Skills: Strong client-facing, communication, and negotiation skills with a proven track record of hitting sales targets.
Languages: Excellent command of English, Cantonese, and Mandarin is required.